Feature Releases

New Features!

• Organization and Account Managers can now set default categories and services that are automatically applied to all newly created users from the new "Categories and Services" section under Account Settings to control core business classifications for the entire account.
• Any edits made in this new section will be automatically inherited by newly created users, ensuring data consistency across your organization.
• This update does not impact existing users' settings, and any changes they make to their profiles will not override the account-level settings.

• SFTP Upload Confirmation: An automatic email is now sent to the designated point of contact every time a file is uploaded to the SFTP server, providing instant confirmation of its status.
• Bulk Upload Failure Reports: Users will now receive detailed email notifications outlining specific reasons for failure during manual survey bulk uploads, such as file format, data, or profile mismatches.
• Comprehensive Post-Submission Reports: After any manual survey submission, an email report with a CSV attachment will be sent, summarizing successful and failed transactions and detailing any errors or warnings.
• Individual Delivery Failure Alerts: A new email notification will be sent only when a manual survey delivery fails, providing a clear summary and details on why the survey did not reach its recipient.

Enhancements

• We've added new categories like "Credit Union," "Escrow Service," "Mortgage Lender," and "Wholesale Account Executive" for improved SEO and client matching.

• A new persistent alert guides users to the optimal OAuth connection method, helping them maximize their Search Rank Score (+50 points). We are further deprecating the Search Rank points for GBP connections via placeID.

• Admins and Organization managers can now select exactly which account managers receive mismatched report emails, reducing unnecessary clutter for large teams. To enable this, go to Settings → Account Manager card → click the Edit icon → check the Send Mismatch Reports via Email checkbox.

New Product Launches

• Now available to PRO and Enterprise users, the Insights Dashboard gives you unprecedented visibility into your online footprint:
  • Google impressions, profile views, and action data (calls, clicks, directions)
  • Traffic by location, behavior, and source
  • Profile and URL activity across your digital presence
  • Review completion trends and source performance
• How to Unlock: PRO users must connect Google and hit 400 SRS to activate. Learn More.

• Discoveries is our beta feature inside the new Traffic Monitor. Available to all users during the beta trial. Gain direct insight into your most engaged visitors.
  • See individual visitor data (name, company, location)
  • Track unique visits across your site and Experience.com profile
  • Understand referral sources and visitor interest
• Beta Terms: 45-day trial | 250 discovery credits max | This will not be auto-billed if you use the features during Beta |Upgrade in the Billing Center is required after trial to continue use.

Platform Navigation & Visibility

• Explore by objective, not guesswork. Your new left menu includes:
  • Improve Your Ranking
  • Track Traffic & Get Leads
  • Promote Your Business
  • Account & Settings (incl. new Learning Center)

• Content under “About” is now fully indexed by Google and visible on page load
• Improves search visibility for specialties, education, and work history

• Smarter Visibility in Local Search. Users can now purchase sponsored placement tied to both ZIP codes and specific services (e.g. “Home Loans” or “Cosmetic Dentistry”):
  • Appear above organic listings in Search
  • Up to 3 sponsors per service/zip
  • New flexible pricing flow
• Learn More

Streamlined Login & Claiming

• Claim profiles via OTP (email or phone)
• Mandatory T&C prompts and password setup nudges
• Dropdown selection for shared enterprise numbers
• Intelligent fallback for missing email/phone access

• Clear guidance for onboarding, deactivated users, and invalid accounts
• Magic links now trigger without friction for activated users

Profile & Promotion Enhancements

• Single-select category dropdown
• New “Products & Services” field (up to 10)
• Preview on profile summary card
• Visibility tooltip warns if disabled

• PRO & Enterprise users can approve/reject promotion requests
• Clear consent workflows, notification center, and in-app visibility
• New “Pinned by Others” section tracks inbound requests

Campaign & Email Enhancements

• Super Admins and Managers can now customize campaign email “From” addresses at the account level:
  • Boost trust and reply rates
  • View activation status and history
  • Access centralized “Campaign Settings” under Settings → Email
• Learn More.

• Templates now default to “Last Modified” sort for quicker access

• Admins now receive alerts when trying to disable an active Listings bundle
• Tooltip + prevention flow protects service continuity

Communication Tools

• Admins, PROs, and Enterprise users can now email themselves a copy of any chatbot conversation:
  • Save your chat conversation with one click
  • Sent to your registered email with a summary
  • Available 1x per session / 5x per day

• Masonry layout for videos + articles
• “What’s New” section always visible
• Accordion-style video courses
• Quick action icons (Join Office Hours, Take Tour, Get Help)
• Content request form

Reporting & Analytics

• See total Search Rank Score + category split by:
  • Reviews & Replies
  • Web Analytics
  • Profile Info
  • Connections
  • Listings
• Automatically adjusts by timeframe (Past Month, This Year, etc.)

• Understand how replies were made:
  • Manual
  • Stock Response
  • AI Generated

• Unverified responses now count as incomplete (accurate metrics!)

• Now includes “Ignored” and “Ineligible” statuses
• Files over 10K rows download as ZIP for faster access

• Select multiple campaigns or “All Campaigns” when filtering
• Applies to Campaign Status, Rankings, Survey Results & Delivery Reports

Minor Enhancements

Campaigns Enhancements

• Set a 15–180 day threshold to manage how often contacts receive campaign emails, avoiding overload and boosting trust.
• As an Account Manager, you can now set a Campaigns Threshold in your Account Settings. This new setting helps prevent overwhelming recipients, improves survey completion rates, and protects domain credibility by managing email volume.
• When enabled, only the most recently updated campaign will trigger. Once the threshold passes, the campaign will move to the end of the round-robin sequence, allowing the next recently updated campaign to trigger.
• Exclusions: This threshold does not apply to follow-up campaigns, reminder emails, survey retake emails, or manually triggered surveys by agents.

• Each campaign now has its own "Activity Feed" section on its details page, making it easier to track and monitor specific campaign activity. The feed provides more descriptive text for updates and supports date filtering and search options for focused analysis.

• Both the No Survey and SMS Alert Campaign Details pages now clearly display a visible recipient count next to the Campaign ID. Simply click the recipient count to open a drawer that provides a complete list of all recipients for that specific campaign.

Listings Enhancements

• Enterprise users can now opt for location-based Listings only, user-based Listings only, or both.
• Even if Listings are disabled at the account level, users can still purchase them through default bundles, provided both the account-level and user-level 'Allow users to subscribe' toggles are enabled.

Other Minor Enhancements

• You can now send up to two follow-up review requests within 24-hour intervals, followed by a 30-day cooldown, complete with dynamic tooltips and extended link validity.
• For unresponded requests, review links will now expire automatically upon archiving, and we’ve added a confirmation step to prevent accidental link expiry.
• The 'Submit your review here' form now dynamically hides unpopulated fields (such as Transaction ID/Type/City/State) and removes the 'Contact' field, ensuring a cleaner and more streamlined experience for your customers.
• Customers can now easily edit submitted reviews (twice within 7 days of the review being received), and professionals will receive email notifications for updated reviews (existing replies will be deleted).

• Improved Content Validation for Profile Descriptions: We've significantly enhanced content validation for profile descriptions, particularly for new and existing profiles. This update is designed to prevent frustrating 'URLs not allowed' errors from non-URL text, offering more consistent validation and refined URL detection. The result: fewer false positives, more precise error messages, and ultimately, a smoother profile editing process for you.

• We're pleased to announce that we've resolved the issue preventing Tier Managers from viewing survey details within the Reviews Management tab. The 'View Details' function is now fully functional and accessible for all surveys, empowering Tier Managers with better review management and a deeper understanding of feedback.

• To ensure a seamless experience and optimal deliverability, a new warning message will now appear in Email Setup if your campaign contains external images. This prompt will guide you to upload these images via Asset Management, ensuring your emails always look their best.

New Features for Users

• Users can now add an optional recovery email or phone number to their profile, allowing them to receive a password recovery link if they forget their password. Learn More.
• To find the recovery Email/Phone Number option, users should go to the Settings section → the Email Address/Phone Number tab.
• Please note: Recovery email/phone Number cannot be associated with another user account. Adding or changing a recovery email or phone number requires successful verification via a link sent to the email or SMS.

• Administrators and managers can include an optional Employee ID for new and existing users.
• The 'Employee ID' field is available when adding a new user.
  A dedicated 'Employee ID' column is also available in the Hierarchy Uploader template for bulk uploads.
• For existing users, you can edit their Employee IDs in the 'Business Information' section under the 'Profile Info' tab.

Major Enhancements

• A new, optional toggle in the address tab allows users to indicate if their location is inside a mall, which will be displayed on their public profile. If enabled, the mall's name is also required.
• Admins and Managers can now bulk upload wheelchair accessibility, parking availability, and "is inside mall" status (along with the mall name) for Tiers and Users.

• Account Managers can now designate a primary campaign for an account, a capability previously exclusive to Admins. Find this option in the Campaign's Action Menu within the Account's Campaigns section.

Report Enhancements!

• Every professional can now download a "Request a Review" report from the Reports section. The report includes details like recipient name/email, transaction info, review status, rating, reply details, and relevant dates.
• The 'Request a Review Report' can be found in the Reports section. You can filter the report by whether a review was received, if it was replied to, and by a specific 'Review Requested Date' range.

• The User Details Report shows the total Search Rank Score (SRS) and the individual points contributing from Profile Completion, Reviews & Replies, Web Analytics Score, Social Connections, and Listings.
• The Campaign and Survey Email Delivery Status Reports now include a "User Status" column, showing if a user is "Active," "Deactivated," or "Onboarding."

New Campaign Enhancements!

• Campaign Managers can now set a Post-Completion Survey Expiry period (15-365 days) for survey links after a respondent completes the survey. A new "Expire link after survey completion" option is now available in the Email/SMS Setup sections under Survey Retake Email/SMS.
• This post-completion expiry is configured independently for both email and SMS survey campaigns. Furthermore, this setting is distinct from the overall campaign expiry date, giving you more granular control.
• Prevent late, unintended edits to survey responses, leading to more reliable feedback, stable auto-replies, and leaderboards.

• Campaign Managers can now manage which campaigns individual agents can access. A new "Campaigns access" option with toggles for each active campaign is available when adding a new user.
• Enabling a toggle grants the agent access to that campaign, making it visible in their Campaigns section. Disabling it restricts access.
• Agents without campaign access will not see incomplete transactions related to those campaigns. If an agent receives a review from a restricted campaign, the "Details" button for that review will be disabled with a tooltip explaining the access restriction.

• Replacement of Location-Related Dynamic Fields in Test Survey Email: The Tier, Branch, Region & HQ related dynamic fields will also be replaced in the test survey email.
• We've introduced two new dynamic fields, [Tier_Manager_Name] and [Tier_Manager_Signature], to enhance the personalization of survey emails.

Listings Enhancements!

• The "Deactivate" button has been removed to avoid confusion, and the Edit, Allow Publish, Restrict Publish, and Publish Profile options have been added.
  • Edit - Bulk edit for all Users
  • Allow publish - Turns ON the publish toggle
  • Restrict Publish - Turns OFF the publish toggle
  • Publish Profile - Publish profiles with the option to select the individual users. (Available for Users only, not for Tiers)

• Publishing errors from Google and Facebook are now easier to resolve. Instead of displaying confusing technical errors, a new "Rectify" button is introduced that directly navigates them to the problematic fields for step-by-step correction. Backend issues are handled internally.

New Integrations!

• A powerful integration with Agency Zoom, a leading sales and automation platform for insurance agencies, reduces manual effort and enhances automation for improved efficiency and customer engagement.

• A new integration with HubSpot, a leading CRM platform, seamlessly connects customer reviews collected through Experience.com (XMP) with your HubSpot contacts. This integration provides a holistic view of customer feedback directly within the CRM.

Other Enhancements!

• Get up to speed quickly with 10 enablement videos now available in the Learn Centre. After logging in, Users find the "Quick Start Videos" in the Help section.
• Explore a new set of educational videos in the Learn Centre for tutorials and feature overviews. These resources are designed to help all users with Learn Centre access better understand and utilize the platform's features.

New Features!

• An Asset Management module for Organization and Account Managers has been introduced to streamline image management.
• The Asset Management section allows you to upload images and retrieve shareable image links for use within campaign templates.
• The Asset Management card has been added to the settings page, provides a comprehensive list of all uploaded images, is presented with pagination, and is sorted to show the most recently added or modified images first.
• Each image entry includes its name, a copyable image URL, the user who added it, the timestamp of addition, and an action column allowing you to edit the image name.
• Learn more about Asset Management here.

• A new Social Reviews Report, containing information on third-party reviews for the user, tier, and account, is now available to the Managers from the account-level Reports section. Learn More.

• When a survey is retaken and the review is replaced, replies to old reviews are automatically deleted. Stakeholders receive an email notification of the deletion, prompting them to add a new reply.

• Campaign Managers can now export question summaries as PDFs in campaign analytics.

• The campaign type is added to the settings, versions, and details page.

• We have enhanced the Incomplete Surveys section by adding a new "Survey Source" column to identify the transaction source for each incomplete or expired survey.
•  When a user saves an unverified address within their profile contact section, a warning message informs them that using an unverified address may negatively impact the publishing of their business information on third-party listing sites and integration with social media platforms. If a user attempts to publish a listing with an unverified address, we prevent it from publishing with an error message.
• The 'Is DBA' field is optional for the first upload in the Hierarchy Uploader. Users can now upload hierarchy sheets without completing the 'Is DBA' field for the first upload.
• Image dimension requirements for Google Posts have been refined, eliminating excessive limitations.

New Features!

• Website validation errors are now more informative, explaining the issue, its impact, and how to fix it. All errors are documented, and a "How does a website get verified?" A help link has been added.
• A "Download Load Time Report" button provides a detailed, real-time diagnostic report. A "Learn more about Load Time" link offers helpful content on optimization.Learn More

• Admins and managers can filter the campaign dashboard data by status, type (multi-select), and timeline. Deactivated campaigns are included in the list. Expired surveys with zero data in the last 365 days are excluded from the campaign list. Learn More.

• Unsubscribed contact transactions are now visible in the UI for reporting and analysis purposes.
• A new "Unsubscribed Transactions" section in the campaign view displays the campaign name, customer information, user information, participant type (e.g., agent, customer), and transaction ID for each.
• Contacts who have unsubscribed will not receive further SMS or email communications. Contact information is retained for record-keeping purposes only. Learn More.

• All XMP users (who can access the Upgrades section) can now update credit card details for failed invoice payments via a new option in the Invoices section.
• The "Update Payment Info" section provides update options, redirecting users to a secure payment procedure.
• Email notifications and Billing History entries will reflect all failed payment transactions. Learn More.

New Features!

• A new data ingestion source, the Boulevard system (Online Appointment Management Software) is integrated with XMP to automatically capture key data from completed appointments and trigger more targeted marketing/CX campaigns.

• This enhancement ensures that test emails accurately reflect how they appear to real recipients by incorporating dynamic field replacement during test sends.
• A user list dropdown and a customer name text field have been added to the test email/SMS drawer. These fields are mandatory, ensuring that dynamic fields are properly replaced during test sends.

• Introducing the Facebook Posts feature in the Posts tab of the Listings module along with the Google Posts.
• The Facebook Posts feature allows users to create, edit, preview, and schedule custom Facebook posts, import posts, and schedule to publish, providing greater control and flexibility in managing their online presence.
• The redesigned Google Posts feature supports single-image upload to create posts as updates, offers, or events.

Other Improvements

• Enhanced DBA Tier Handling: The system now accurately inherits and applies "Is DBA" settings across all relevant tiers. This ensures that AI-generated replies correctly reflect the DBA name when applicable.
• Prioritized Location Name Usage: The AI model has been refined to prioritize "Location Name" over "Tier Name" in all public-facing communications, including AI-generated replies.
• Point of View Correction: The AI model has been fine-tuned to consistently generate auto-reply responses from the agent's perspective, ensuring accuracy and appropriateness.

• The "My Website" button text on agent profiles has been updated to the actual URL address. This improves search engine optimization (SEO) for agent profiles.

• The "Manage Review Requests" section provides a centralized platform for users to oversee and manage all review requests. This section includes key details such as customer information, request and response dates, and ratings.
• Users can view detailed information about each request, resend requests with customizable messages, archive completed requests, and filter and search requests based on various criteria.
• Additionally, a bulk download option is available for selected requests.

• Admins and Campaign managers can now add multiple email recipients in the "Send Reply To" field for all campaign emails (initial, follow-up, etc.).
  • You can enter up to 10 email addresses separated by a comma.
  • The Copy Recipients button applies the same to other email templates within the same campaign.
  • Survey Statistics Pop-ups now include Reviewer Info - The survey statistics popup, email, and SMS reminder popups now display the survey taker's name, email address, and transaction ID in addition to existing data.

• Address Character Limit Adjustments - Address Lines 1 and 2 now share a minimum character limit of 2 and a maximum limit of 50 in both the bulk uploader (Users & Tiers tabs) and the UI.
• Password Security Enhancement - Whenever users set or update their passwords, they can no longer use their login ID as password within Experience.com. This update does not impact users logging in through Single Sign-On (SSO) or Okta integration.

New Features!

• Admins and Campaign managers can create targeted SMS campaigns to reach their audience directly. SMS campaigns are ideal for sending notifications, updates, or announcements and are perfect for specific user segments. Admins and Campaign managers can easily create SMS campaigns from the Campaign section’s "Create New" menu.

• We've improved how GPS scores handle edited gateway questions and options. Previously, editing gateway questions or options could disrupt GPS scoring. Now, the scoring mechanism ensures accurate results even after edits.
  • Flexibility to edit gateway questions without compromising scores.
  • Confirmation pop-up clarifies scoring logic during edits.
  • The GPS gauge now accurately reflects the revised scoring logic, even after edits.

• Unique Survey URLs: Each campaign generates unique Survey URLs, pushed directly to HubSpot.
• HubSpot Management: Manage all survey-related email communications directly within HubSpot.
• Real-Time Completion Tracking: Avoid duplicate emails and improve workflows with real-time survey completion data.
• Detailed Email Performance Metrics: Gain valuable insights into email opens, clicks, deliveries, bounces, and blocks.

• Unique Survey URLs: Manage survey-related email communications directly within Total Expert.
• Real-Time Completion Tracking: Avoid duplicate emails and improve workflows.
• Detailed Email Performance Metrics: Gain valuable insights into email performance.

• Faster and Smoother Single Review Sharing: We've optimized the design for sharing single reviews, leading to quicker load times and a more efficient user experience.
• License Field Expanded: We've increased the maximum character limit for the license field to 200 characters. This update applies to all relevant areas.

New Enhancements!

• The Partners section (formerly Promote Partners) has been redesigned for a more intuitive experience. Here's what's new:
  • Group, save, promote, and invite partners and offer exclusive discount codes on Experience.com PRO features.
  • Access office visit resources including demos, slides, and more to impress potential partners.
  • Promote Partner emails: Emails will now be sent directly from the promoting professional's email address, fostering a more personal touch. The content, subject line, and footer have all been revamped to boost engagement.

• We've redesigned the Ingestion Settings screen enabling users to view the setups in grid or list format, manage them more efficiently, and permanently delete connections.

• Users can add two custom buttons to their profiles and listings. One button links directly to their website, while the other can be customized with a name, color, and redirect URL. This allows for more personalized and effective profile and listing pages (except for a few pages that restrict adding a custom button).

• All professionals who receive our email cadences can now unsubscribe from specific mailers with a single click. A new dynamic variable in our emails will link to an unsubscription page, providing a quick and easy way to opt out.

• Display the Campaign ID on the Landing page: The campaign ID is now displayed on the campaign overview page for all active campaigns.
• AI-powered Swear Word Detection (Surveys): Our survey system now uses AI to detect swear words. Reviewers will be prompted to rephrase offensive language before submission. Reviews with unresolved profanity may not be published.

New Enhancements!

• By default, all enterprise users will now have access to the following bundles:
  • Pro Badge, Referral, and Partner Promotion (included for all enterprise users)
  • Site Analytics: $10 (Website Analytics)
  • Listings + Google: $30
  • Site Analytics + Listings + Google: $35
  • Sponsored Search (Win Local Search): $49

Campaigns Enhancements

• We've introduced custom email domain configuration to support our growing business needs, allowing super admins, organization managers, and account managers to add and manage additional email domains for Campaigns, giving users greater control over email delivery.
• Domains can be added through Settings → Email Domain Configuration with required details like Domain Name, API Key, and more.
• Once verified, domains can be selected for campaigns, with statuses showing as Activated, In-Progress, or Deactivated.
• Note: We can't track survey-related emails or troubleshoot delivery issues for custom domains.

• The following dynamic fields have been added to campaign emails:
  • [RegionAddress]
  • [RegionPhoneNumber]
  • [RegionLicense]

New Enhancements!

• We’ve included the open-and-click metrics for campaign emails in Survey Results and Incomplete Survey reports to help Admins, Org Managers, and Account Managers with a more comprehensive view of campaign performance.
• The survey results and incomplete survey reports include the total count of opens and clicks as separate data fields, as shown in incomplete surveys in the Campaigns UI.

• We’re introducing a new "Frequently Asked Questions" (FAQ) section to our city mortgage pages to enhance user experience and SEO performance and target relevant keywords for better visibility.

• We’ve implemented a celebratory popup message for users who reach the top 5% in any vertical to recognize and motivate users who achieve significant milestones.

• The professional search page now sorts professionals by “Featured” by default.
• We’ve improved the user experience for address input workflows by allowing users to enter invalid addresses with a clear warning and present verified address suggestions.
• The transaction monitor graph design and filter have been optimized to ensure data is displayed effectively.
• We’ve implemented a standard image dimension, resolution & format throughout the platform while uploading any image. Learn More.
• Professionals can now apply promo codes on the Order Summary page during purchase.

New Campaign Enhancements!

• We've made requesting referrals even easier within the secondary workflow. Here's how:
• Referral Button on Survey Taker Screen: In the secondary workflow of the Campaign, choose the 'Default Page' option in the ‘Redirect to’ dropdown and enable the 'Request a Referral' toggle.
• Redirect to Referral Page: Choose 'Custom URL' in the ‘Redirect to’ dropdown and paste the dynamic field [RequestReferralUrl] into the Redirect URL field.

• Now, Campaign managers can create ranking questions with a minimum of 2 options and a maximum of 10 options. This will give them more flexibility to create the perfect ranking question for their needs.

Referrals Enhancements!

• We're committed to providing a seamless and personalized experience for both visitors and referrers in the referral workflows. That's why we've implemented some exciting updates to referral emails.
• Referral requests, follow-ups, and thank you messages will now appear directly from the professional, just like survey requests.
• The reply-to email address on all referral emails will now be the professional's email address.
• The reply-to address on the "referral received" email sent to professionals will be blank (no-reply).

Listings Enhancements!

• We're revolutionizing local presence management for our Users. Now, Users can create and verify Google Business Profiles directly within the platform, streamlining public visibility for their business.
• Create a new Google Business Profile or easily verify existing ones.
• View all GBPs (verified and unverified) connected to their Google account and manage them from a single location.
• Initiate verification with a few clicks and choose the most convenient method - Postcard, Email, or SMS.
• Track the verification and publishing status of their profiles directly within XMP.

• The Listings dashboard now dynamically adjusts the tab order based on Google Business Profile (GBP) connection and performance. If GBP is connected and shows growth, "Analytics" becomes the first tab which will otherwise be the third.

Profiles Improvements!

• From the saved profiles section, Users can create new groups, move professionals from different groups, and edit or delete them.

Other Enhancements!

• City names on maps are now clickable, taking you straight to search results for that city.
  Search results are getting smarter, matching Google's approach. This means results will be based on the city you enter, not just GPS coordinates.

New Feature!

• Create custom packages with the features your team needs most (Web Analytics, Referral Center, Promote a Professional, and more!). Admins build feature bundles during onboarding or account management and Account/Organization managers can view the bundles. Here is a link to the publicly accessible confluence space with more information about bundles: Read More.

• A new “Expired Surveys” section is added to the left navigation under Campaign to provide a holistic view of relevant data points for each expired survey, including Campaign name, customer information, Agent/User information, participant type, transaction ID, Email and SMS reminders, and expiry date.
• Campaign managers can now define who receives notification emails for various survey activities, including survey completion, replies to reviews, edits/removals of replies to reviews, and flagged reviews. A new toggle “Manage Email Notification” is added to the Configure email alerts tab of Campaign settings where you can set up to 4 conditions for a Campaign. Note that this configuration applies to both active and draft campaigns and this Campaign-level settings will not override account-level notification settings.
• Account managers can now decide if Agents/Tier managers within their teams can expire surveys and disable the newly added "Allow user to expire a survey" under user settings, which is enabled by default.
• Custom 5-star rating labels are back in Campaign questions. Campaign managers can personalize the 5-star rating question with custom labels for each side of the scale.
• The Campaign name will be added to the subject line of system-generated survey response emails sent to managers.

• Google Analytics for Listings - All admins and managers can now get data insights to optimize the Google Business Profiles and attract more customers. Monitor key metrics from interactive dashboard like views, impressions, & individual profile performance. Understand how customers find & engage with your listings and download reports for in-depth analysis (up to 90 days).
• Easily address all missing mandatory fields at once from the newly added list on the "Publish all" drawer for quick completion.
• Fix errors quickly with clear instructions and highlighted fields in the Listings.
• To address a few connection issues requiring Facebook or Google Business Profile reconnection, we now automatically route users to the respective connection drawers for easier resolution.

• Enabling Account Lockout functionality after 5 failed login attempts to safeguard Experience.com accounts from unauthorized access. When changing the password, users can no longer reuse their 5 most recently used passwords. Both of these changes do not affect SSO or Okta users.
• Users signed in using social login(SSO) can now set up a password for their email address from Settings.

• The new "Learn" module boosts platform skills! All professionals (Claimed, PRO, and Enterprise) can now access the "Learn" module on the left navigation menu. Each video includes helpful information like tags for keyword searching, Free/PRO labels for feature access, and runtime.
• Invite & Promote Partners! Users can now access the "Promote Partners" feature from the left navigation. If your partner's profile isn't found during a search, you can invite them and/or up to five others through an invitation form. Upon submitting the form, an email is sent with a signup link, a promo code for a discount on PRO features (optional), and instructions on promoting the User back.
• We revamped Web Analytics with an engaging banner with an overall website health score, and an improve score button to optimize the score. The refresh metrics button will be disabled for 24 hours after initial use. Detailed error messages and troubleshooting steps were added and a dedicated section displays the website's connection status, including potential errors or failures. Website Issues Card(Available Only When Issues Exist) lists identified website issues impacting the score. Each issue links to a relevant video tutorial (via "How to fix it?") that guides professionals through the resolution process. (Already available in the production)
• The Connections module gets revamped. Experience easier navigation, get key information, and focus on building a strong network.
• Professionals can now see the search rank points they can earn for connecting via Google OAuth (50 points) compared to Place ID (15 points) and the same message is added across the platform.

New Campaigns Enhancements

• Admins, Account Managers, and Organization Managers can now trigger targeted follow-up campaigns for reviewers based on their Gateway response after survey completion. Under each gateway response tab of the secondary workflow settings, you can turn ON the "Follow-Up Campaign" toggle and choose from the list of active campaigns from the drop-down menu to send as a drip campaign.

• Admins, Account Managers, and Organization Managers can now embed the first question (must be a rating question) directly within survey email bodies. Enable the "Embed a question in survey mail" toggle on the Settings → Advanced settings tab and copy the HTML code from the advanced settings. Recipients click their chosen answer and seamlessly continue the survey.

• Admins and Managers can now send reminders to Campaign recipients from the Account Dashboard. We've added a new "Send Reminder" button under the Active Campaigns card on the Account Dashboard. On clicking the "Send Reminder" button, you will be navigated to the incomplete survey page of the particular Campaign.

• Admins, Account Managers, and Organization Managers can now independently define minimum and maximum rating values for each bucket. Set a broad range (e.g., 0-5) to capture all ratings within a single bucket or create more specific ranges (e.g., 0-1, 2-3, 4-5) to trigger targeted auto-reply messages based on particular rating feedback.

Additional Features

New Features

• We've redesigned Campaigns with a guided progress bar to conveniently access each section. Organization and Account Managers can now focus on key campaign questions upfront continued by the secondary workflow, email setup, and other communication options. The Campaign settings button is now at the top of the Campaign page to access at any step. Log in to explore the new design including advanced configuration options, while deeper analytics provide rich insights through features like version history, overview dashboards, and incomplete survey tracking.

• Alerts for Tier Managers and Users: Include Tier Managers and Users in the Configure Email Alerts workflow for campaign-related complaints and/or compliments.

• In-App Campaign Delivery Statistics: View open and click rates for campaign recipients in the campaigns module. Click the Recipients button under a Campaign's name to view campaign recipients, then click the view icon in the right-most column to see the number of opens and clicks for each email communication sent to the recipient.
• User-Specific Campaign View: Users now have a tailored interface displaying only relevant campaign information.
• Auto-Reply Statistics: Track the number of auto-replies generated for reviews in campaign analytics.
• Clarified NPS Data Sources: Tooltips clarify the data source contributing to NPS scores on the Campaign Analytics and Question Summary pages.Dynamic Value Fields in Public Campaigns: Personalize communication with dynamic fields in public campaign email setup.
• Reason for Failed Reminders in Incomplete Surveys: Easily view and address the reason for failed manual reminders when attempting to resend surveys.
• Prevent Duplicate Survey Expiry Issues: Campaigns now ensure the survey link expiry date doesn't exceed the duplicate survey duration to avoid confusion.
• A new "Reply As" dropdown menu is added to the Campaign Review Settings for Account & Organization Managers and Admins to choose who auto-replies are generated on behalf of (Agent, Tier Manager, Account Manager).
• Pop-up reminder for unpublished changes to an active campaign: Active campaign edits auto-save, but require publishing. We're adding a pop-up to remind users and offer a one-click publish option.
• Selecting survey email/SMS templates in secondary workflows is improved! We removed irrelevant options and fixed suggestion logic. Templates now match the campaign's email/SMS setup (e.g., When SMS is enabled in Campaigns Settings, the default SMS templates on the SMS setup page will be replicated in the secondary workflow).
• Account and Organization Managers can now personalize auto-replies for reviews with dynamic fields: Find the dynamic fields list above the edit text box to copy. Note that we keep sensitive information like email addresses and phone numbers out of dynamic fields.

• We are mandating a Point of Contact for every new Integration and Ingestion connection setup to ensure clear communication. No changes will be applied to existing ingestion or integration configurations.
• Tableau & Azure Integration have now been moved from Ingestion settings to the 'Integrations' card under Account Settings.

Additional Features

New Features

• Users can effortlessly access this revamped action-oriented dashboard to optimize their online visibility in local searches.
• All-in-one platform for updating profiles, monitoring publish status, engaging with reviews from Google/Facebook, managing posts, handling Google Q&As, and optimizing listings for top search results.
• Additionally, admins and managers can utilize the "Allow Publish" toggle to restrict users from publishing changes.
• Leverage Google Listings Analytics in the Listings Dashboard.  Monitor Google searches, customer interactions, and profile performance based on defined attributes.
• Additionally, managers can download insightful XMP reports in various formats, selecting customized date ranges to inform internal business decisions effectively.

• Tripadvisor is an online travel information and booking website that has reviews, photographs, and informative forums about various hotels and resorts all over the world. Admins, Organization and Account Managers can integrate TripAdvisor to import reviews and profile data to help users improve their profiles on XMP.

• In our ongoing efforts to enhance the Pro Pages experience, the domain pro.experience.com will be changed to experience.com. Any links to pro.experience.com will be automatically redirected to experience.com.
• New URL for Search Rank Platform - https://experience.com/

• Two new columns were added to the Hierarchy Uploader sheet Import Google Review and Import Facebook reviews under which you can use TRUE or FALSE to enable or disable the toggle user review management settings for every user and tier.

• To find unprocessed transactions seamlessly, a set of filters is added to the ‘Unprocessed Transactions’ page. Admins, Org and Account Managers can now search by Date Range, Username, Customer Name, Tier (HQ, Region, Branch for Processed, Uncollected, Uncategorized, and Corrupt columns), and Source Transaction ID.

• Profile information sections of the profile page are rearranged to ensure the professional’s most important profile information is readily visible to page visitors.

• An announcement banner is added to the User dashboard for communicating the latest updates.
• The profile image in the sent as Tier Campaigns redirects to the respective Tier profile.
• The AI tool that assists users in crafting replies to reviews has been upgraded to parse DBA and Transaction Type data for more personalized response recommendations.
• Reviews imported from social media redirect users to the corresponding social media profiles (provided the social media profile is linked).
• Allowing users to manually add addresses, overriding the existing Smarty Streets address validation.

Search Rank Platform - New Features!

• The Web Analytics feature provides detailed analytics for a professional’s primary website, giving insight into various primary parameters that are influential in a website’s SEO.
• Adding 250 points toward the Search Rank Score is a powerful tool designed to boost online success. Web Analytics is available for Pro and Enterprise users only.
• Learn more

• The dashboard has a new avatar! The new gamified dashboard powers the most impactful next step toward online success through an interactive Search Rank Game.
• The game suggests intelligent and personalized action items that nudge professionals to reply to reviews, connect to social platforms, and complete their profiles to improve their Search Rank Score.
• Learn more

• Enhancing search experience with intuitive input, and NLP translation for optimized results.
  • Enhanced Search Input
  • Optimized Search Results
  • Interactive Search Bar
  • Trending Searches
  • Real-time Search Preview
  • Comprehensive Search History

• The dashboard product tour will guide Users through the new key features and functionalities of our dashboard, ensuring a smooth and informative onboarding experience.

New Features

• The “Compare” feature has been added for our logged-in users. Users can use this feature to compare their performance against their peers, set benchmarks, and identify areas for improvement.

• For campaigns where the duplicate survey duration exceeds the survey expiry day, managers can now send a manual survey before reaching the set duplicate survey duration. This allows for more flexibility, enabling managers to initiate surveys sooner instead of waiting for the duplicate survey duration to elapse.

• Users who have the Listings product enabled, and verified their Google Business Profile through Auth verification (not Google Place ID), can import and view Google Posts on XMP under Listings.
• A new toggle “Import Q&A from Google” is available in the Account, Tier, and User settings to enable the import of Google Posts. On the Listings page, a new card added for Google posts displays the imported posts for all tiers and users.

Reviews Management Enhancements

• To distinguish reviews with image responses from regular reviews in review management, and locate them easily, an image icon is added next to the profile photo.

• To align auto-replies with updated reviews, our system now generates an updated auto-reply if a review or rating is edited using the retake option. This ensures that the auto-reply accurately reflects the revised review's content and sentiment.

Reports & Other Enhancements

• We've enhanced the reports section by adding search functionality for quick access. Instead of scrolling through a list of reports, users can now easily type and find a specific report in the "Select Report" dropdown, streamlining the process for improved convenience.

• Tooltips are added across all Unprocessed Transactions categories to provide a clear explanation for each column, offering a helpful understanding of the information displayed.

• Managers who are assigned User roles can now access their User dashboard and other features, including referrals, through the new Profile sub-section.

New User Features

• The new Referral Center allows users to request referrals and increase their chances of getting quality referrals from partners, customers, and friends with our perfectly crafted email templates.
• Users can try it out by logging in to Experience.com and navigating to Referrals from the left navigation menu. Read the article below to learn all about the Referral Center. Learn More here.
• Referral Reports - Four new reports will be available to provide referral-related data in a spreadsheet.
  • Referrals Requested Report
  • Referrals Given Report
  • Referrals Received Report
  • Referral Report - Account Level Account Managers, Organization Managers, and Administrators also have the capability to generate a report encompassing referrals requested, referrals given, and referrals received for active users within their accounts. This functionality is accessible through the Account-level reporting page. Users can effortlessly download the report, tailoring it to specific agents and tiers as needed.

• Users can now boost their online reputation and search rank by using Review Requests! Users can simply click the "Request A Review" button to get more reviews and improve their score. Review requests will be sent from the primary campaign associated with the user's account.

• Users can bookmark the profiles of fellow professionals and revisit them at their convenience directly from within their accounts. This convenient functionality enables users to effortlessly manage their saved profiles at any time through the account's profile settings, providing a streamlined and efficient way to organize and revisit valuable professional connections.
• How to save and manage saved profiles?

• Users can promote other people in their organization or partners that they work with regularly with Partner Promotion. Users can pin them to automatically appear on the right side of their profile page as a partner to page visitors.
• On the App side, a new toggle “Pinned Partner Profiles” is added under Settings->Profile View->Pinned partner profiles. This toggle will be ON by default. Upon switching this toggle OFF, the “Pinned Partner Profiles” section will not appear on the App side as well as the Pro side.
• In account settings, there is a new toggle “Pinned Partner Profiles”, where the Account Manager gets to decide if the users under that account will have this feature enabled. By default, the toggle will always be ON, unless turned off by the account manager.
• How to promote your partners?

• Contact another professional directly by sending a message.
• Share profiles on connected social media platforms using the share button on each profile preview.
• Save profiles of interest for future reference.

Other Major Features

• The Okta Single Sign-On (SSO) integration is now available for use in enterprise accounts. Account and Organization Managers can seamlessly configure this integration within their account's setup, enhancing security and convenience. Once set up, users in the account gain the advantage of a simplified login process by utilizing their Okta credentials, streamlining access to our platform. Learn More.

• Admins (CS/Onboarding/Super), Organization managers, and Account managers can now schedule a campaign in multiple batches for a given target list of customers, in addition to sending a campaign to all customers in the list at one go. They can send a campaign in batches immediately or schedule for a later date and time.
• How to schedule a campaign in batches?

• An email campaign’s recipient count and recipient list are now available in the campaign dashboard page view. Click on the count to view the recipient list for the email campaign.

• We have improved upon the messages related to unignored users to keep users informed on the most accurate status of the transactions.
  • When you decide to unignore a user, and their Email ID isn't linked to any active or onboarding user in your account, the system will automatically move the reprocessed transactions to the 'Mismatched' tab. This ensures that all your data remains organized and easily accessible.
  • If you choose to NOT reprocess the past transactions by selecting the “No” option, all the past transactions will be automatically archived. The user will be unignored so that future transactions can be processed.
• If the user chooses to unignore the transaction and not reprocess it, the Email ID will be removed from unignored, however, the transactions will remain in the ignored tab, and the Unignore option will be disabled for such transactions.

New Features

• Calendly is a scheduling platform to automate scheduling meetings and appointments. Through Calendly Ingestion, you can trigger automated campaigns before or after client calls or based on specific requirements. XMP users can also utilize Calendly events to initiate campaigns, schedule client meetings, and efficiently manage events.

• Admins and managers can now lock the Title, Licenses, or Membership fields to ensure information entered into those fields for users or tiers cannot be deleted or modified.

Campaigns Enhancements

• Stock Response tooltip: For stock responses of the Autoreply feature in Campaigns review settings, Organization and Account managers can now view the total count of remaining replies and the count of stock replies added in each rating bucket.
• Survey Completion Email (agents) Update: The survey completion email to an agent now includes a snippet of their profile including their photo, rating, and number of reviews.

Other Enhancements

• When admins and managers deactivate a user, XMP disables the survey reminder emails sent on the user's behalf for any active campaign. Additionally, XMP will permanently archive any unprocessed transactions linked to the user. It's important to note that upon reactivation, the user won't be able to retrieve the archived transactions. We've included this additional point as a warning message on the user deactivation side drawer.

• A new tooltip on the Unflag Review drawer informs Admins, Organization, and Account managers that unflagging a review will automatically add it to the auto-reply queue if the auto-reply feature is enabled and updated within the campaign settings.

Unprocessed Transactions - New Enhancements

• A daily email notification will communicate mismatches collected in the previous 24 hours to enable Account Managers to take quick action on mismatched transactions. The email notification will include a list of the name/email combos from the ingested data that did not match any users in the account’s hierarchy.

• A new column has been added to the pages in the Unprocessed Transactions section to display why each transaction failed to process. The addition of this column should provide essential details to Account Managers, Organization Managers, and Admins troubleshooting failed transactions or cleaning up data.

Reviews Management - New Enhancements

• Admins, Organization Managers, and Account Managers can select several flagged reviews to unflag and restore in bulk, saving time on a redundant and time-consuming task.

• Replies to reviews are now labeled with their source to help all users distinguish whether a reply is a stock, AI-generated, or manual response. Response labels will only be visible when logged into the app (Reviews Management, Campaigns, Profile previews) and not on the public pro.experience.com pages.

Campaigns - New Enhancements

• To enable admins and managers to customize the survey taker’s experience, the above user types now can create custom fields as part of the ingestion setup and select from these custom fields to “Send As”, while setting up a campaign. These custom fields can be added as “Dynamic Fields” and can be of any data type. They are included as part of the drop-down options in “Send As” under Set Conditions in the Campaigns module (in addition to the already existing options of Account, Tier, and User).

• When a user(admin/manager/agent) attempts to send a manual survey to a customer, and the manual survey is not sent because the customer has already received a request to participate in the same campaign within the specified time frame, the user will be notified by email about the same.

Hierarchy - New Enhancements

• The Hierarchy Uploader now accepts files with HQ and User-only data.
• A new column (G) has been added to the Users tab of the Hierarchy to assign an individual as a Listings Manager.
• Previously, the hierarchy uploader did not accept any Tier ID manual changes. Admins, Org Managers, and Account Managers can now download an existing Hierarchy, manually add or change the Tier ID, and assign users with that ID.
• A new column (AA for Users, AB for Tiers) has been added to the hierarchy, allowing Tier and User pages to be published via Uploader. The field accepts TRUE/FALSE values and is not mandatory. If left blank, new profiles will be added unpublished, and existing profiles will maintain their publish status.

• In the Search Results Page, Visitors can now modify/filter search results on the pro site to include profiles with zero reviews. A new check box labeled “Profiles with 0 reviews” has been added under the “Number of reviews” section in Filters.
• The overall rating is now published to Total Expert along with customer review.

New Social Connection!

• Professionals can now connect to YouTube from their Connections page. As an Experience.com Admin/Manager/Professional, the user can view, add, edit, and delete social links on the preview profile page and edit drawer for YouTube.

Campaigns - New Features & Enhancements

• A new Campaign feature offers flexibility controlled by Organization and Account Managers to allow reviewers to submit survey responses without review text, potentially decreasing drop-off rates and increasing completion rates. To learn how to allow reviewers to submit surveys without reviews, read this article.

• Enhanced Survey question customization empowers Admins and Account or Organization Managers to enrich survey questions using rich text formatting. This feature elevates survey creation by offering a range of text customization options, including font styles (bold, italic, underline), font size, font color, and the ability to link URLs.

• Previously, the "Set survey link expiry date" toggle in general settings was inactive by default. Admins and Org/Account Managers needed to activate the toggle to enable survey link expiration. However, this toggle has been eliminated, and the default expiration date is now set to 365 days for all active campaigns and 90 days for new campaigns with the flexibility to set a minimum value of 1 day. This release will not modify campaigns that already have established expiry timelines.

Hierarchy - New Features & Enhancements

• All users of XMP can now receive alerts and notifications for important actions or changes in the platform based on their access levels and permissions. The notification icon is present on the top right corner of the page. Alerts are displayed on the top of the users’ dashboard.

• To enable Account and Organization managers to limit Tier Managers from adding or relocating users, two new toggles, “Restrict Tier Managers to add users” and “Restrict Tier Managers to move users,” are added to the Account Settings. These toggles are enabled by default.

• To make it effortless to use the Listings module and get the maximum value out of it, you can assign a Listing Manager role to a Tier manager or a higher degree manager. The listings manager has the privilege to access every functionality of the Listings related to their associated tiers and their users.

New Integration

• Salesforce can now be integrated with XMP to export reviews to the Salesforce instance. You need to create a campaign or use your existing campaign in the Salesforce account to export reviews.

New Report

• A new report– the SRS (Search Rank Score) Overview Report is a point-in-time snapshot of User Search Rank Scores across the entire Account.

• Reports can now be generated for deactivated Users! This checkbox is exclusively available within specific reports, including the Survey Results Report, Reviews Management Report, SRS Overview Report, and Survey Statistics Report. Once you check this checkbox, you gain the ability to generate the report for deactivated Users. You can choose to generate the report for all deactivated users or expand the list to select the deactivated users for whom you wish to generate the report.
• A new field, Survey Source ID is added to the Survey Email Delivery Status Report.

• A new tooltip provides clear guidance for Users that explains that if the "Display reviews on public profiles" toggle in a Campaign's review settings is switched off, any reviews collected from that Campaign won't appear on the profile preview page or the public page. This tooltip ensures that the impact of the review setting is easily understood.

New Features & Enhancements!

• A new action option allows Account or Organization Managers to Unignore a group of transactions for an email ID. Particularly useful for Users that have already been added to the Hierarchy but have previously ignored transactions to reprocess, this option allows transactions to be processed for a rolling 6 month period, or for a specific date range.

• When an Experience.com Admin, Organization, or Account Manager requests the deactivation of a whole Account, a new, mandatory field has been added for the requestor to enter a reason or description for the Account’s deactivation.
  

• The design and content of the survey completion email and the password reset email sent to the Agents/Users have been updated for an improved user experience.

• Reply to Review notification emails to users and managers now include a reply source, which references the type of response that was posted to the review: manual response, AI response, or stock response.
• Manual responses, even those that are generated using the help of AI, are labeled as “manual response.”
  

New Campaign Enhancements!

• The Campaign Settings section for Complaint Resolution has been renamed ‘Configure Email Alerts.’ In addition, multiple conditions can now be set to trigger email notifications for responses of all sorts, both positive and negative.
• To configure email alerts for multiple response types or ratings, an Account or Organization Manager can click the blue text: “+ Add Condition.” Up to three unique conditions can be configured to enable email notifications to Account/Organization Managers.

• In the Auto-reply to reviews settings, the maximum limit of stock responses is increased from 25 to 100, across all three review categories. Increasing the number of options in the response pool should help decrease duplicate replies to reviews.

• For SMS-enabled Campaigns, a new field is added to each response option of the Secondary Workflow to customize which SMS message is to be triggered after survey submission, based on the respondent’s selection.

• To check for duplication of automated transactions in email-only Campaigns, the “Duplicate survey duration” setting has been added to the Campaign’s General Settings.

Other Minor Enhancements!

• A Date Field filter is added to the ingestion settings to allow the selection of which date fields are ingested to Experience.com.
• The lookback report for the Total Expert configuration will only display the 10 most recent transactions. The tooltip nearby has also been updated to reflect this change.

• Organization and Account Managers can download the Deactivated Users report from the Reports section in their Account. The report can be generated for a specific date range and will include Users based on the deactivation date.

New Enhancements!

• The new Incomplete Surveys page, available in the Campaigns module, is a quick and efficient way to locate incomplete surveys across all Campaigns in an Account. The Incomplete Surveys page is available for Users, Managers, and Admins.
• Learn more about how to view Incomplete surveys here →
• Here's the updated article on how to send reminder emails. Learn here →

• SMS is non-mandatory for manual surveys: phone number has been made a non-mandatory field when sending a manual survey, irrespective of SMS settings in the Campaign. 
• Character count displayed on survey taker: when a reviewer writes their review, a character count is displayed to identify when they are getting close to the 5000 character limit. 
• Auto-capitalization for dropdown choices in primary questions removed: When configuring a campaign, the manager can set response options without capitalizing each word upon selecting a drop-down question. 
• Publish name of Tier displayed when “Send As”= Tier: when taking a survey from a Campaign where the “Send As” settings is set to Tier, the Tier’s Publish Name will be displayed. (changed from the Tier’s internal name)
• When editing or creating a new campaign with multiple-choice questions, one of the current default options is “others”. This has been corrected to be in singular (“other”).

• Several enhancements are coming to the Hierarchy Uploader. YES, this means the template is changing to accommodate new columns added to the file. Read below to learn about the uploader enhancements.
  • Uploader can accept files with Tier Data only: Bulk edits can be made to Tiers only (no User data in the sheet) when the file is formatted properly and includes the necessary sheets.
  • Enable/Disable Auto-post and Reply to Review from Hierarchy Uploader: New columns have been added to the uploader sheet to enable or disable auto-post and reply to review for Users and Tiers using TRUE/FALSE values. Columns still exist to set threshold numbers for both of these settings.
  • Upload Cover Photo via Uploader: A column is added to allow cover photos to be uploaded in bulk for Users and Tiers. It is not mandatory, and the column value should be a URL, just like the profile & logo photo columns.

• Identify connection method for Google connections: User and Tier Google Connections can be identified by the connection method used via PlaceID or OAuth.
• As Google has officially updated the name of “Google My Business” to “Google Business Profile,” mentions to Google across the XMP have been updated to reflect such. All articles and User help content have also been updated to reflect this change.

Other Minor Enhancements!

• A new ‘Tiers’ column is added on the ‘Unprocessed Transactions’ page for the transaction types - Processed, Uncollected, Uncategorised, and Corrupt. This ‘Tiers’ column is added for all the transactions for which an activated Email ID exists in the respective account, however, due to issues such as transactions not matching any existing or active campaign, or mismatch in campaign set conditions or were processed.

• The “All accounts” page is removed for the org manager role, and the “Transaction Monitor” is added to the left navigation.
  

• Product walkthrough is now available for Admins and managers when viewing as Users.

• The bulk edit option in the Hierarchy now allows the Admin and managers to Add/Update the Logo and Cover photos in the Images module.

• For all the reviews received from Campaigns, the details option will display the Campaign name(internal) for enhanced detail.

• In the reviews management activity feed, users can only view data for the month or past 30 days or 50 recent activities. For data above that, they can export it through the Export option on the top of the Reviews management activity feed.

New Auto-Reply Feature Enhancements!

• Account Managers, Organization Managers, and Admins can customize the score rating ranges for the auto-reply to review response pools. For each score range, select a minimum and maximum score. The additional score ranges will update accordingly to ensure all reviews fall within one of the ranges.
• To disable auto-reply to review for a specific range of reviews, modify the score ratings to the desired range, then select “Manual Response” as the response type.

• A review flagged for abusive words or inappropriate content is removed from the auto-reply queue and will not receive an automated response.

• With a new Artificial Intelligence integration, the XMP allows AI to generate and post personalized replies to recent reviews automatically. Once an Admin has enabled the Integration with AI in an Account’s Products menu, Account Managers, Organization Managers, and Admins can enable the auto-reply to review feature in Campaigns and select Reply with AI.
• Click here to learn more about the auto-reply to review feature and enabling automated AI-generated review responses.

New Integration With AI!

• Users and Managers can select Generate Reply using AI in the reply textbox to auto-fill with an AI-generated response when replying to reviews in an Account where the Integration with AI has been enabled. Responses for a review can be re-generated using the AI tool up to five times. Once generated, the User or Manager responding to the review can edit or revise the automatically generated response, then click post.
• Account or Organization Managers may restrict the Generate Reply using AI feature in the Account and Hierarchy settings.

Enhancements to Reports!

• The User Statistics Report records User Search Rank Scores for each day of the date range provided when generating the report. The report can be generated for a portion of the Hierarchy (select Tiers) or for an individual professional to view each SRS category's impact on the total score and the changes made over the selected date range.

Minor Enhancements!

• In Hierarchy, Organization, Account, and Tier managers can now get an option to filter users based on Profile Publish Status for the Users table. This allows the managers to bulk publish, unpublish, and edit the Users.

• Admins and managers can select & bulk-publish user profiles with the onboarding status in the Users table by selecting the User profiles, clicking on the three dots/kebab option, and selecting the “Publish Profiles” option.

• The Campaign's List View now has interchangeable columns, with the ability to select up to four columns to display alongside each Campaign's name. Choose to display the completion rate, average score, last modified date, last activated date, created date, # of incomplete survey
• Key data including the number of recipients and the number of responses received for a Campaign are displayed below the Campaign's name. To preview this data, click on the number displayed. A side drawer will expand from the right side of your page with the ability to view, filter, search, and export the data.

• An email notification is sent to the associated Account manager, Tier manager, and the Agent/User that a new review/Reply is received for the Agent/User through Public Campaign.

New Integrations!

• FOUR new integrations are available within Account Settings to automate Customer Experience and Employee Experience Solutions in the XMP!
• Experience.com now has the ability to connect with Follow Up Boss, Agile CRM, Insightly, and Pipedrive to ingest transaction and journey data and automate Campaigns.
• Admins, Organization Managers, and Account Managers can configure an ingestion configuration to one of the new integrations by accessing the Ingestion Set-up on the Account Settings page.
  • FollowUp Boss CRM Integration - a Real Estate CRM software.
  • Agile CRM Integration - a powerful CRM with sales and marketing automation.
  • Insightly Integration - CRM and project management software.
  • Pipedrive Integration - a CRM tool for sales teams to manage and track contacts, leads, and deals.

New Features

• Search, find, and compare top-rated professionals on the Experience.com Search Site!
• Click the Compare checkbox on the top right corner of a profile card from the search results page to include it in a side-by-side comparison with other professionals. Up to four professional profiles can be compared at once!
• Click the compare button at the bottom of the page to view each professional’s Total Experience Score, the number of reviews and online ratings from sites like Experience.com, Google, Zillow, and Facebook, and basic profile information in a side-by-side comparison. 
• To learn more about comparing profiles on the Experience.com Search Site, access the detailed guide to profile comparisons here.

• When the Upload question type is used to allow a respondent to upload an image or file, Users and their Managers have the ability to download the file or image submitted from Reviews Management and/or the Campaign Analytics’ Reviews page.

• Applies to: Users, Tier Managers, Account Managers, Organization Managers.
• Users and Managers with enabled reply-to-review notification settings will now receive an email notification each time a review of theirs has received an automatic response.

• Applies to: Account and Organization Managers.
• When a previous version of a Campaign has been restored from the Version History menu, an on-screen notification will appear confirming the changes. In addition, an email notification will be sent to the Account and Organization Managers associated with the Account. The restoration of a previous version will appear within the Version History if it occurs.

Major Enhancements

• The gauge charts for Net Promotor and Gateway Promotor Scores are now hidden on the Campaign’s Analytics page for Campaigns where those questions are not included.

• Applies to: Tier Managers, Account Managers, Organization Managers, Admins
• The Status filter on the Users side of the Hierarchy module allows managers and admins to select multiple statuses (i.e., active and onboarding) to be displayed in the User list.
• By default, the Users list displays active and onboarding Users, with the ability to modify the filters to display deactivated Users in addition.

• The non-functional checkbox that said “retain profile information” has been removed from the workflow of moving a User.
• Functionally, when a User is moved from one Tier to another, whether in the same Account/Organization or a different one, the User retains all profile information except for their primary address, website URL, and disclaimer.
• The User’s primary address, website URL, and disclaimer will be inherited from their new parent Tier assignment.

New Integrations!

• ARIVE, a complete mortgage origination system, can now be integrated with the XMP to ingest and process Campaigns automatically.
• Learn How to Configure ARIVE 

• Experience.com now integrates with HubSpot to ingest transaction data and automate Campaigns!
• HubSpot is an inbound marketing, sales, and customer service software platform that offers integrated marketing, sales, and customer service solutions and a CRM (Customer Relationship Management) system, which helps businesses manage their interactions with customers and prospects.
• Learn How To Configure Hubspot 

Major Enhancements

• Transactions in the Unprocessed section of the platform (mismatched, uncollected, etc.) can now be sorted by date. Parent and child rows can be sorted by date to locate specific unprocessed transactions easily.

• Expired special business hours (past dates) will be removed from User and Tier profiles. In the future, special business hours will automatically be removed from profiles once the date has passed.

• At present, LinkedIn connections for Tiers accept profile links without any authentication process.
• When connecting a LinkedIn profile to a Tier, the Tier Manager must log in to the associated LinkedIn profile to authorize the connection. This enhanced authentication enables the auto-post feature to function effectively for LinkedIn profiles, where enabled in Tier settings.
• A manager must disconnect and re-connect Tiers with active LinkedIn connections to establish the connection with the proper authentication.
• Learn How To Connect LinkedIn To A Tier Profile

New Feature!

• Experience.com now integrates with Microsoft and the Azure Active Directory to offer an effortless Single Sign On option.
  
• Upon authentication of Azure credentials, the User will be redirected back to the platform, where:
  
  • Users with an existing account that match the email provided will be logged in to their profile
  • A profile will be created for the User if the email is not recognized.

  

Major Enhancements

• The name labels of the fields Look back (days) and Number of Lookback Days for report generation have been modified for clarification.
  • Look back (days) → Number of Look-Back Days (To Initiate Transactions), The number of days counted backward from the ingestion date to initiate the transaction data.
  • Number of Lookback Days → Number of Look-Back Days To Generate Report, The number of days counted backward from today's date to generate the report. (Please Note: this value is a default and is only for generating the report. It is not a setting that can be saved.)

  

• Emails from the Public Campaign now include a disclaimer in the footer and the Experience.com logo.
• The default value for the Duplicate Survey Duration for all Public Campaigns has been updated to 90 days.
• Specific dynamic fields can now be used to customize the Public Campaign email. Only the following dynamic fields may be used:
  • Agent Name, Agent Signature, Recipient Email, Company Disclaimer, Full Address, and Current Year
• Please Note: these enhancements have been applied to all existing “Public Review Campaigns” as of May 2.

New Feature!

• The SMS Delivery Statistics Report is being replaced with an improved report that displays all delivery data (email AND SMS) for transactions within a Campaign for a specific date range!
• The Campaign Delivery Statistics Report is similar to the Survey Email Delivery Statistics Report but includes these additional fields:
  • First SMS sent, date/time
  • # of SMS reminders sent
  • Last SMS sent, date/time
  • Total # of SMS sent
  • # of SMS delivered
  • # of SMS bounced

  

Major Enhancements

• The system’s auto-detection of swear words, which scans reviews for any words present in the Abusive Word Management section of an Account, is now trained to ignore the detected swear word if it is also the Agent's name.

• Applies to: User and Location (Tier) pages
• Breadcrumbs will now be visible at the top of a User, Location, or Company page if the setting has been configured accordingly.
• The breadcrumbs will display publish names for Users and location names for Tiers.
  
• If a Tier is not published, or they have disabled the option to display breadcrumbs, it will be skipped (not displayed) in the breadcrumb progression.
  
• To disable breadcrumbs for an entire Account, an Account or Organization Manager must ENABLE the toggle “Hide breadcrumbs on public pages” from the Account Settings menu.
• Breadcrumbs can also be disabled for individual Tiers by accessing the Tier Settings. This can be done by the previously mentioned managers and Tier Managers.

• The following new columns have been added to the end of the User Details Report (columns BI-BN):
  • Total # of verification emails sent
  • Date of Last Verification Email
  • Date the User was created
  • Date the User profile was first published
  • Date the User profile was last modified
  • Publish status (current publish status of the User’s profile)

  

New Feature!

• We have created two new separate campaigns for transferred and imported reviews.
  • Social Reviews - This campaign includes all reviews imported from 3rd party sites.
  • Transferred Reviews - This campaign includes all reviews transferred or copied from another Account or Organization.
• All reviews previously imported from a 3rd party site or transferred from another Account will be organized into their respective Campaigns upon release.

Major Enhancements

• Applies To: Account Managers, Organization Managers, XPAs, and Admins
• Previously in the ‘Unprocessed Transactions’ section, bulk actions could be performed for all transactions listed under a particular User, but not select transactions. With this new release, transactions in a collapsed category can be selected individually to be included in a bulk action.
• To select multiple transactions to take action on at once, expand a collapsable group of a User’s transactions and tick the checkboxes on the left side of each transaction you wish to include.

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• The Transaction Monitor is now easily accessible from the left-side navigation menu inside an Account!
  • Easily view and manage Transaction statistics for your Account from within the Account.

  

• All active Campaigns created before implementing the Version Control feature (released on 03/14/23) will have the Version Control implemented.
• Managers can view and monitor changes made to the Campaign from the Version History button at the bottom of a Campaign, including between updates.

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• There is a new report to download a list of deactivated Users and their details. This report includes deactivated Users’ profile information, access levels, review counts, and social connection information.
• Admins, Organization Managers, and Account Managers can generate this report for any date range from the Account reports page.
• The date of User deactivation determines which Users are included in the report.

Major Enhancements

• FOUR new integrations are available within Account Settings to automate Customer Experience and Employee Experience Solutions in the XMP!
• Experience.com can now connect with Zoho, Zenefits, JIRA, and Merge to ingest transaction and journey data and automate Campaigns.
  • Zoho is a single repository that combines a company's sales, marketing, and customer support activities and streamlines its process, policy, and people in one platform.
  • Zenefits is a People Ops platform that efficiently manages employee documents, HR, benefits, payroll, time, and attendance.
  • JIRA Software provides planning and roadmap tools so teams can manage stakeholders, budgets, and feature requirements from day one.
  • Merge is one unified API to connect to all HR, payroll, ticketing, accounting, ATS, CRM, SCIM, and directories. It brings hundreds of third-party integration to one place to sync effortlessly.
• Admins, Organization Managers, and Account Managers can configure an ingestion configuration to one of the new integrations by accessing the Integrations hub on the Account Settings page.

• Experience.com is now integrated with Slack to export and post Campaign responses in a Slack channel automatically!
• A popular reward and recognition strategy at Experience.com includes using a Slack channel to share peer nominations and shout-outs for a bi-weekly “WOWzer Wednesday” Campaign.
• Nomination Campaigns allow reviewers to nominate a colleague, teammate, or peer to be tagged on Slack upon exporting and posting the review.
  • The Nomination campaign must have a designated 'nomination question', which asks reviewers to enter the full name of the person they wish to nominate. When exporting the reviews from the XMP to Slack, the nominee will be identified and tagged in the comment.

  

• Applies to: Organization & Account Managers
• To further personalize the usage of the recently released Auto-Reply to Reviews feature, Account and Organization Managers can now customize the pool of responses randomly selected to respond to reviews received for the Campaign.
  • A maximum of 25 auto-replies can be configured/customized across all three score categories.
  • The custom responses may have a minimum of 10 words and a maximum of 500 words. Responses may contain dynamic fields to personalize the reply to the reviewer.
  • Customized auto-responses are subject to and may be flagged by Experience.com's Prohibited & Restricted Contents and Google's recognized list of profanity.

• Applies to: Organization & Account Managers
• Complaint Resolution (send alerts/abusive alerts to) and Social Share (auto-post) settings are now available for configuration on the Public Campaign.
  • The Public Campaign hosts all reviews submitted by consumers via the ‘Write a Review’ button on a User’s public profile.

• Applies to: Organization & Account Managers
• The User Details report can now be generated, including deactivated Users and their complete profile information.
• To include deactivated Users on a User Details Report, tick the checkbox Include Deactivated Users before exporting the report.

• Applies to: Users
• The recommended Cover Photo dimensions, which appear at the top of a professional’s profile, have been adjusted to accommodate small improvements.
• The cropper function has an aspect ratio of 10:1 (WxH).
• The minimum required dimensions are 1000x100 px.

Major Enhancements

• Users: Admins, Org Managers, and Account Managers
• Replying to reviews is essential as Google considers reviews in its rankings algorithm. Our platform encourages users and admins to reply to reviews. However, less than 10% of reviews are actually replied to. This is a big gap. We are closing this gap, on behalf of our customers, with automation.
• Managers can now set up an auto-reply to reviews for a campaign from the Review Settings section under General Settings within Campaign Settings.
  • A Manager can select the number of days to auto-reply to a review from the date the review is received. The maximum limit on the number of days is 30 days.
  • Managers can pause or resume the auto-reply feature.
  • Managers can choose from a predefined set of responses. All responses are checked by default, but the manager has the option to select from the 5 default responses.
  • The responses are randomized based on the Gateway response and the average of the rating questions criteria.
  • Only one reply per review can be added by the auto-reply feature.
  • When a review is received, the Auto-Reply feature replies with randomized responses fed into the system based on a combination of Gateway responses and the average of the ratings.

  

• Rating criteria (Gateway and average of the rating questions):
  • Good Response &/or 5-star rating: If a user receives a “good” response (under Gateway question) and an average of 5-star ratings, one of the following responses is randomly posted so that at least 5 consecutive reviews get a unique auto-response:
    • Thank you for the 5-Star review. If you need anything, feel free to give us a call.
    • Helping great customers like you is why I’m in this business. Thank you so much for your business and great feedback
    • I really appreciate the feedback and am looking forward to working with you again.
    • I enjoyed working with you. Thanks for the great feedback.
    • It was great working with you. Thanks again for putting your trust in us.
  • Ok Response &/or 3.0 - 4.99 rating: If a user receives an “Ok” response (in Gateway Question) and the average of the rating questions is between 3.0 to 4.99, one of the following responses is randomly posted so that at least 4 consecutive reviews get a unique auto-response for the review:
    • I am grateful that you took the time out to leave us a response. Let us know how we could have helped you further.
    • Thank you for your feedback. Please feel free to connect with us to help us improve our services.
    • I am glad to receive your response. How can I better improve myself to a 5-star rating experience?
    • Thank you for your response. If there is anything we can do to improve our offering, please let us know.
    • We hope we’ll have the opportunity to serve you again and deliver exceptional services.
  • Bad &/or 0 - 2.99 rating: If a user receives a “Bad” response (in gateway questions) and the average of the rating questions is between 0 to 2.99, one of the following responses is randomly posted so that at least 3 consecutive reviews get a unique auto-response for the review:
    • We are sorry that you did not have a 5-Star experience. I would love to know your perspective and help us improve.
    • We are sorry that some situations can make experiences less than perfect, but our aim is to deliver great experiences for customers like you.
    • I’m sorry you did not have a great experience. Nothing is more important than delivering great customer experiences.
    • I’m sorry to hear about your experience. We want you to know that it's important for us to deliver excellent service, and we take your review seriously.
    • We apologize for any inconvenience this caused you. Please know that we take your review to heart, learn from it and do better in the future.

• Users: Account Managers, Org Managers, Admins
• To simplify Campaign Settings, a new sub-section called Review Settings has been added under General Settings. Pre-existing review-related settings under General Settings have been moved to the new Review Settings sub-section.
• In addition, a new setting called “Auto Reply to Reviews” has been added.
• Review Settings include the below-listed settings:
  • Display reviews on public profiles
  • Allow the reviewer to add pictures to the review
  • Copy review text
  • Auto Reply to Reviews
• How do you navigate to Review settings?
  • Log in to Experience.com as an Account Manager/Org Manager.
  • Go to Campaigns and open up a Campaign.
  • Click on Campaign Settings under Campaign Details.
  • Scroll down to view and expand the new Review Settings sub-section where you can toggle the respective settings ON or OFF.

  

• Users: Account Managers and Organization Managers
• To help Account Managers and Organization Managers with the unsaved changes made to a Campaign, to view its version history, and to track responsibility, we’ve built a version control feature for Active Survey and Email Campaigns.
• Managers can now view version history by clicking on the Version History text button at the left bottom under the Campaign settings.
  • View the changes made on a version by clicking on the down arrow on the right side.
  • Restore any version by clicking on the Restore this version text button.

• Users: Account Managers and Organization Managers
• Organization and Account Managers can indicate to the XMP that an ingestion source within their Account is for Employee Experience purposes. By enabling the DEI toggle, DEI fields, including race, ethnicity, age, employment or veteran status, etc., are automatically populated into the DEI Fields entry and will be included in ingestion and reporting for any Campaigns connected to the ingestion source.

• Users: Organization Managers
• Organizantion Managers can now generate a Listings Statistics report at the organizational level. This report gives the overall listings data of all the tiers (Active and onboarding) associated with all the accounts of the organization in individual sheets.
• The report conveys the details of the profile completeness of a tier, its listings, and the total number of reviews from other social sites.

• How to download Listings Statistics Report?
  • Login to Experience.com as an Organization Manager.
    • Go to the Organization Reports page.
    • Choose the Listings Statistics Report from the Select Report dropdown.
    • Now choose the Report Period by selecting the appropriate month, select download in the Actions dropdown, and click the Export Report button.

• Users: XMP Users
• An Experience.com Professional (XMP User and Non-XMP User) can download the new Profile Statistics Report from the Reports section.
• You can download this report in XLS Format, and for any date range.
• The Profile Statistics Report provides the following information.
  • Location-based Rank
  • The number of Profile Views
  • Search Rank Score
  • Profile Completion Points
  • Reviews Points
  • Replies Points
  • Connections Points
  • Total Experience Score
  • Top 5% - Yes/No
  • Date - mm/dd/yy

• Users: XMP Users (Agents)
• A new Profile Summary report in the Reports section is now available to XMP Users.
• The Profile Summary Report contains information on
  • First Name - Name of the Professional
  • Last Name - Name of the Professional
  • Title - Title/Headline of the Professional
  • Email Id - Email ID of the Professional
  • Phone Number - Phone Number of the Professional
  • Website - Website of the Professional
  • Address - Address of the Professional (Only primary address is considered)
  • Service Area - Service Area of the Professional (Only the primary service area is considered)
  • Description - About the professional
  • Year Started - Year Started of the Professional
  • Disclaimer - Disclaimer about the Professional

New Feature!

New Feature!

• A newly created rating scale, the Search Rank Score, measures a professional’s search visibility in the Experience.com Search Site. 
• With a maximum score of 550, professionals can improve their positioning in search results by taking the recommended actions and earning the maximum score.
• The four categories calculated into the total Search Rank Score are profile, reviews, replies (to reviews), and connections.
• To read more about the Search Rank Score, click here.

• The Total Experience Score is a professional’s average rating based on their reviews across Experience.com and several integrated third-party platforms, including Google, Zillow, and Facebook. 
• The Total Experience Score, combining reviews and ratings from customers across several sites, increases a professional’s online reputation and provides credibility to customers using the Experience.com Search Site to find services.
• To read more about the Total Experience Score, click here.

• Quick Actions to increase engagement: A complete User profile provides visitors with all the necessary information. It increases engagement and boosts search rank scores. Quick Actions are designed to nudge Users to complete their profiles.
• One User profile to represent multiple locations: Users can say no more to the hassle of maintaining separate profiles for each location or tier they are associated with. They can add multiple service areas or locations to a single profile. An easy-to-view service area map illustrates the areas handled by the professional.
• To read more about the new User profiles, click here.

• Get actionable insights on the User profile through the new gamified dashboard. 
• Interactive charts give Users the insights they need on ranking and review trends, along with action items to improve their Search Rank Score.
• To read more about the new User Dashboard, click here.

New Integration!

• A new integration is available in the XMP to improve the Employee Experience with a unique and engaging strategy. Elevate your company culture by getting your employees to celebrate each other for their dedication and support.
  
• With this new automated reward, recognition, and engagement strategy, you can encourage your employees to reward each other by nominating a peer as the best performer for a period (weekly, monthly, or quarterly), appreciating their efforts.
• Click here to learn more about integrating with Microsoft Teams from the XMP.
  • Please note that MS Teams integration is only available to be configured by Organization and Account Managers and will be configured for the entire Account at once.

Major Enhancements

• Experience.com is now integrated with Brokermint to ingest transaction data automatically! Customer data from the Brokermint is ingested into the XMP Ingestion setup to trigger automated surveys.
• BrokerMint is a complete, easy-to-use Real Estate back office software. Brokermint consolidates transaction management, commission calculation, and financial accounting into a single intelligent software solution for all real estate back office needs.
• Admins, Organization Managers, and Account Managers can configure a BrokerMint ingestion configuration for their Account by accessing the integrations on the Account Settings page.

• Applies to: Admins, Organization Managers, MOXI Account Managers
• The MOXI Benchmark Advanced Analytics section, powered by Tableau, is a separate dashboard that can be accessed from the Account dashboard by applicable Admins, Organization Managers, and Account Managers.
• Using Tableau's data visualization tool, respondents’ personal and DEI data (location, gender, ethnicity) is captured, mapped, and analyzed to compare Net Promotor and CSAT data for the current company versus the top 5 companies, and versus the industry averages.

• The capitalization within the file name of an uploaded SFTP file will no longer impact the ability of the file to process. A historically case-sensitive field is now case-insensitive to avoid unnecessary errors when uploading ingestion data via SFTP.
• No changes will be made to existing SFTP configurations.

Major Enhancements

• BambooHR is all-in-one HR software made for small and medium businesses and the people who work in them. Their software makes it easy to collect, maintain, and analyze an organization’s people data, improve the way they hire talent, onboard new employees, manage compensation, and develop company culture.
• BambooHR is the latest HRIS to become integrated with the XMP for automated Employee Experience engagement solutions.
• BambooHR Ingestion connections are configured using an API key and domain name, which can be obtained from an admin of the application on the customer end.

• To support the MOXI Benchmarking product’s goals and offerings, the following fields have been added in the available trigger fields section of an SFTP Configuration:
  • Product Type
  • Loan Processor Name
  • Loan Purpose
  • Gender & Ethnicity Fields have also been added in the backend table, which is not visible to users in the XMP, but provides valuable benchmarking data for the MOXI program.

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• For those Accounts where the MOXI Benchmarking product has been enabled, an additional card will appear on the Dashboard to access MOXI Advanced Analytics. This card and the MOXI analytics are available to Account and Organization Managers, Admins, and XPAs.

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• The Unprocessed Transactions Report, which can be generated inthe Reporting module for any date range, displays key data for unprocessed transactions including:
  • Agent Information (ID, Name, Email, Tier Assignment)
  • Reviewer Information (Name, Email)
  • Transaction information (Date, City State)
  • Ingestion Information (Source type, Date of Ingestion, Campaign Name)
  • Reason for being unprocessed.
• Separate tabs within the file display unprocessed transactions in a categorized manner, separating mismatched, uncollected, unsubscribed, archived, corrupt, ignored and duplicate transactions onto multiple pages.

• Applies to: Tier Managers, Account Managers, Organization Managers, XPAs, and Admins
• A new section has been added to Reviews Management module called ‘Data & Analysis’ that allows Managers and Admins to analyze completed survey responses in a tabular form.
• Users and Managers can view survey responses in the data table, export individual survey responses as a PDF, add fields or filters to the table, and export the table as a CSV or XLS.
• The columns in the table are editable and mobile, allowing the table to be fully customized in the format and order desired for reporting purposes.

Major Enhancements

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• Available within Encompass configurations in an Account’s Ingestion Setup (Account settings), several new fields can be mapped to the XMP for purposes including uses as trigger or dynamic fields and reporting.
• The following fields are available for mapping via the Encompass set up:
  • Loan Purpose (Purchase, Refi, etc - Already currently being used as Transaction Type in XMP)
  • Loan Type (FHA, Conventional, etc.)
  • Borrower Gender (Female, Male, Do not wish to disclose)
  • CoBorrower Gender (Female, Male, Do not wish to disclose)
  • Borrower Ethnicity
  • CoBorrower Ethnicity
  • Processor Name

• Applies to: Account Managers, Organization Managers, XPAs, and Admins
• Available within Encompass configurations in an Account’s Ingestion Setup (Account settings), several new fields can be mapped to the XMP for purposes including uses as trigger or dynamic fields and reporting.

Minor Enhancements

• Applies to: All XMP Users, Managers, and Admins
• To provide fuller data in the Leaderboards and Ranking Reports, all Users, regardless of their rank or eligibility to rank, will be displayed in the listing.
• Users in the onboarding (unverified) status and those that have not met the minimum requirements for ranking on the Leaderboard will be listed at the bottom with the letters NR (not ranked) in the Ranking column.
• Inactive or Deactivated Users will not be displayed on Leaderboards or in the Agent Ranking Report.

Major Enhancements

• A new role has been created under the Admin umbrella that is designed and reserved for individuals that have been certified through the Experience Platform Administrator (XPA) program.
• The XPA role assignment is given to candidates of the XPA program only after they have completed their formal training and passed their final certification.
• For questions regarding the XPA program, please contact [email protected]

• Benchmark Surveys can now be enabled for Accounts that opt-in to the MOXI program.
• The data collected from this survey is used for benchmarking mortgage companies across the program. Phase 2 of the MOXI release will include advanced analytics and reporting features to support the benchmarking.
• Interested in learning more about the MOXI program by Experience.com? Contact [email protected] or your Customer Success Director for more information!

Minor Enhancements

• For ingestion configurations that include a lookback period, the default lookback period has historically been 0 days. To decrease the possibility of missing valid transaction data, the default lookback period is being updated universally to 3 days.
• For ingestion configurations where the lookback period has been modified to a number other than 0, the setting will remain as is. For connections where the lookback period has remained as the default (0), the lookback period will be updated to the new default (3 days).

• Account and Organization Managers can now download the NPS Report from the Reports section with added customizations to the provided data, including for single, multiple, or all campaigns.
• Depending upon the selected campaigns, the aggregated NPS Data is provided in an XLS report.

New Features

• By default, the first tier assignment for the user role is considered the Primary user profile for multiple and single-profile users.
• Admins, Managers, and all the other Users can identify the primary profile of a user through this label. “Primary”. This label is placed on the Preview Profile Page, and Preview User Profile drawer.
• A new option to select the primary profile is added in the User settings drawer.

• On the search/filter card of the Hierarchy page, Managers can save up to 5 filters to customize their search of the Account’s structure.
• To save a filtered view of the Hierarchy, select the filters (by tier, tier type, status, publish status) or columns (category, users, location name, published, created date, status).
• At the bottom of the Search and Filter card, you can enter a name for the filter you have just created, then click the grey + button. Saving a filter allows it to be used again at any time in the future.

• A new field in the Edit User Information Drawer is added to define the areas in which the User services or does business.
• Admins and Users can add service areas to a User's profile by entering the zip code or marking/drawing the area using the map, or both.
• Learn how to define a service area! Click here

• XMP Users can import Google and Facebook reviews into their Experience.com account by enabling the Import Google Reviews toggle and Import Facebook Reviews toggle, which was previously disabled for many Accounts in the XMP.
• This feature can be enabled for individual Users in the User Settings Drawer.

Other Enhancements

• The Tier Ranking report now comes with an option to choose a custom date range along with yearly/monthly options. The date range should be within 1 year (Start date – End date).

NEW FEATURES

• Managers can now select multiple tiers that are deactivated and activate them in bulk. Upon activation of the previously deactivated Tiers, any sub-tiers (regions, branches, etc.) and Users/Tier Managers associated with the selected Tiers will also be activated.

• When managing a Campaign's Set Conditions, Managers now have three options to help define which Tiers in the Hierarchy participate in a Campaign. A Campaign can be designated to send to all Tiers, only selected Tiers, or All Tiers except for selected tiers.
  • 1: All Tiers - If this option is selected, the campaign is applied to all tiers (except those in deactivated/onboarding status) and Users in the hierarchy. If new Tiers are activated in the Hierarchy, they are automatically included in the Campaign.
  • 2: Selected Tiers - This drop-down displays all the tiers from the hierarchy in sequence. When a Tier is selected, its sub-tiers (branches, teams, etc.) will automatically be included in the Campaign also unless otherwise changed by a Manager. If new sub-Tiers are activated under one of the selected Tiers, they will automatically be included in the Campaign.
  • 3: All Tiers Except - This drop-down displays all the tiers from the hierarchy in sequence. When a Tier is selected to be excluded from the Campaign, all of its sub-tiers (branches, teams, etc.) will automatically be excluded from the Campaign also unless otherwise changed by a Manager. If new sub-Tiers are activated under one of the selected Tiers, they will automatically be excluded from the Campaign, as well.

  

Major Enhancements

• Organization and Account Managers can now export a report of the Campaigns Activity Feed. The report can be filtered by role (changes made by Admins/Account Managers/Org Managers), by keyword, or by date. The report has a maximum date range of 3 months.
• To export this report, Account/Org Managers can navigate to the Campaigns screen and click on the Activity Feed button. The full Activity Feed can be expanded by clicking "View All Activity", and the export button will be in the top right corner of the Activity Feed page.

• The data field “User Type” has been added to the end of the Survey Results Report and Incomplete Survey Report in order to track the source of manual surveys sent by Users, Managers, and Admins. This data field is populated only when the survey source is Manual Upload. For automated surveys or SFTP, the data field is blank.

• The toggle "Allow users to Opt-out" is available within the Account settings. Now, when the "Allow users to opt-out" toggle is disabled, the setting "Opt-in to Experience.com login" within a User's settings drawer will not appear, and all Users will be in the opt-in status.
• If the "Allow users to Opt-out" toggle is enabled, Managers can opt individual Users in or out of their Experience.com login by accessing the User's settings within the Hierarchy.
• Please note: Users that are opted out of the Experience.com platform will not be able to log in and interact with any reviews. The public testimonial page will not be published.

Minor Enhancements

• In the Send Manual Survey screen, a tool tip has been added to inform users that Transaction ID is a unique identifier for a particular transaction that would help users locate that transaction in XMP, and is therefore required to send a survey manually.

• Reviews Management report provides tier/user-specific reviews management data including the total number of reviews, reply rates, average score, verified vs manual reviews, and their respective scores.
• To provide fuller data within the report, Organization and Account Managers can now view the Number of Surveys Sent in the final column of the Reviews Management report. The “Number of Surveys Sent” field shows the number of surveys sent at each level such as the tier or agent level.

NEW FEATURES

• Via the Reports Module, the NPS Report can now be generated for a specific Campaign or selection of Campaigns. This report is for Net Promoter Score calculations specific to individual Campaigns, similar to Survey Results. Account Managers could previously generate this report, but is now available for all Campaigns within the Account.
• For more information on generating reports, please read this article.

• A new tile has been added to the Settings module for Account and Organization Managers (and Admins) titled Abusive Word Management. The Abusive Word Management setting allows Account/Org Managers to add, remove, or modify words that will auto-flag a review (remove from public view & quarantine) until an isolated revision is made.
• For more information on restoring flagged reviews, please read this article.

Minor Enhancements

• During the action of Moving a User across Tiers or Accounts, there are now two options for any existing reviews.
• (1) (NEW!) User reviews can be copied: the original reviews remain on the page that they were received on, and a copy of each is created, which appears on the User's new Tier assignment.
• (2) User reviews can be transferred: along with the User, and they will no longer remain in the Tier they originated from.

• Account and Organization Managers, and Tier Managers can now filter reviews in Reviews Management by the User's status: Onboarding, Activated, or Deactivated.

• More features from Reviews Management are now available on Campaign Analytics! Reviews can now be pinned from the Reviews page within Campaign Analytics by Users, Tier Managers, or Account/Organization Managers.

• Account and Organization Managers can now create and modify active ingestion configurations. Ingestion setup is accessible via the Settings page.

NEW FEATURES

• Email Only Campaigns provide Managers the ability to configure a campaign with cadenced emails (up to 5), which provide information, reminders, updates or other information, without providing a Campaign to collect recipient feedback. While labeled 'Email Only Campaigns', SMS can also be configured (up to 5) along with the Email communications.
• For more information on Email Only campaigns, please read this article.

• From the Campaigns page, all Users and Managers can now utilize a Search bar in the top left corner to find a specific Campaign or Campaigns by searching for the Internal Campaign Name.

Major Enhancements

• Managers which send verification emails to Users from the XMP can now hover over a small tooltip to view statistics regarding the verification emails. In the Status column of the Hierarchy, Users that have not yet verified their Account have a blue Onboarding tag. Beside the blue onboarding tag, hover over the small informational tooltip to view the number of verification emails that have been sent to the User, and the date/time (local) of the last sent verification email.

Minor Enhancements

• When viewing review responses for a specific campaign via the Campaign Analytics, the User's name is hyperlinked to provide quick access to a preview of their pro.experience.com page.

NEW FEATURES

• To continue expanding on the increased permissions given to Organization Managers, several actions have been opened up for Organization Managers to make managing Users and Accounts as seamless as possible. From the Organizational login, Org Managers have the ability to:
  • Activate an Account
  • Duplicate an Account
  • View and Modify Account Settings
  • Mark Accounts as Exceptions
  • Mark Accounts as Exceptions Assign Account Managers

  

• When creating a Campaign, there is now an option to disable scoring for the Campaign, which means there will be no star rating or score associated with the reviews that are received for that Campaign. Rating scale questions (or questions of any type) can still be used throughout the Campaign, but they will not be calculated into one aggregate score upon completion.
• To create a Campaign without ratings or ranking scores, simply toggle ON the 'Disable Scoring' toggle on the main Campaign settings page of a Draft Campaign. This setting cannot be modified on an active Campaign. Disabling the Scoring for a Campaign will automatically disable the Leaderboard for the Campaign, as well.

Major Enhancements

• Organization Managers have the ability to access the Transaction Monitor(s) for all of the Accounts which they manage, all from their Organizational login. The Transaction Monitor dashboard provides up-to-minute statistics and trends of successfully processed and unprocessed transactions for the set date range.
• Account Managers will also have access to the Transaction Monitor from within their Account. The Transaction Monitor will appear on the leftside navigation menu and will provide real time statistics and trends for the processed and unprocessed transactions for Users in their Account.

Minor Enhancements

• Two additional fields have been added to the end of the Verified Users Report which includes the number of unverified users (by tier) and the percentage of users within that tier that are unverified.

• For those Campaigns which the scoring has been 'disabled' and there are no ratings or ranking scores, a tag will be added signaling the reviews were received on a campaign without scoring.

NEW FEATURES

• Experience.com is committed to providing on-demand enterprise applications accessible to all individuals, including users working with assistive devices, such as speech recognition software and screen readers. To help meet our goal of universal design, we have partnered with Equalweb, an Accessibility Solution provider that will implement an accessibility widget that will ensure our platforms follows the internationally recognized best practices in Section 508 of the Rehabilitation Act and the Web Content Accessibility Guidelines (WCAG) 2.0 Level AA to the extent possible.
• The Web Content Accessibility Guidelines (WCAG), Revised 508 Standards, and EN 301 549 standards were created to allow for greater accessibility and usability of technology by individuals with disabilities. We strive for compliance with WCAG 2.1 level AA, which aligns with these standards.
• We have embedded Equalweb Accessibility Solution, which will be a widget, throughout the entirety of the Experience.com website, the XMP platform, and within the Survey taking experience.

• Experience.com is now integrated with the Human Resource Information System, HROne, to automatically ingest transaction data! If you are an Account Manager and your company uses HROne, you can now configure a connection to automatically ingest data and begin using the XMP to manage your Employee Experience. Reach out to [email protected] for assistance with ingestion configurations.

Major Enhancements

• Similar to the Users tab under an account, Admins/Org Managers now have an option to view users across different accounts in an Organization. So, Admins or Organization Managers can have a list of all users, and perform a bulk edit, publish, deactivate, and other activities on their profile settings.

• Upon entering the email while creating a new User, the XMP will automatically check for the email ID in the Ignored Transactions tab. If the email is detected in the Ignored Transactions tab, the XMP will ask for permission to remove the email from the Ignored tab to allow future transactions to process properly. For simplification of steps, previously ignored transactions can also be archived by ticking the check box before proceeding with the User creation.

Minor Enhancements

• Custom Reviewee fields can now be configured within an API configuration in the Ingestion set-up. This option has been added as an exceptional use-case for Employee Experience campaigns that wish to configure the Agent (User) as a Survey Recipient.
• Account Managers: Interested in configuring a custom reviewee field on an active or new API configuration for your account? Please contact [email protected] for assistance.

• To enhance the experience using the Salesforce ServiceCloud Ingestion integration, 'Reason', 'Status' and 'Type' have been added as fields in the configuration. The capacity of the lookback report has also been increased to include the most recent 500 transactions (increased from 100).

NEW FEATURES

• There is a new “Disable Scoring” toggle in the campaign general settings along with a tooltip that states: “This setting will disable score calculations even if you have rating questions added to the survey.”
• When this toggle is turned ON, the “Enable Leaderboard” toggle will automatically get disabled. The campaign can have any type of question. As ranking scores are disabled, the reviews of the survey do not have stars or scores.

Feature Enhancements

• To give more functional independence to the clients & managing partners regarding their own accounts, we are providing more role privileges to account managers and organization managers.
• Please reference our Customer Resource page for an in-depth look at the following enhancements:
  • Access Hierarchy Uploader in their Accounts
  • Move single and bulk reviews in reviews management
  • Deactivate and Reactivate campaigns in their account
  • Create an HQ tier or any type of tier in their account
  • Create a duplicate campaign from an existing campaign
  • Set up Campaigns
    • To learn more about setting up campaigns, read this article.
  • Access Transaction Monitor
    • To learn more about accessing Transaction Monitor, read this article.

• Organization Managers can now perform the following activities
  • Create new accounts in their organization.
  • Duplicate an existing account through the All Accounts section.
  • Mark an account as an exception through the All Accounts section.

• To improve the overall experience of the User (admins, organization manager, and account manager) while creating campaigns, we have made a few enhancements to campaigns.
• When a User clicks on “Create New Campaign”, a drawer for templates opens up allowing the User to select a template and set up the campaign.
• To help the User to select/edit a template, we have a template drawer where you can see the following.
  • Name of the template and a short description.
  • A quick video to help users understand the template.
  • Preview and Apply the template.

• Now, when users log into or sign up for the Developer portal, they can add their existing Email ID on XMP and the respective organization will be shown.
• To improve security, when a user signs up, a verification code will be generated and sent to their respective emails and after the verification, they can successfully sign up for our new Developer Portal.
• We have also updated our ‘Overview’ page to make it more informative and easy to understand for our customers to use the Developer Portal.
• Some of the APIs that have been incorporated into the Developer Portal are categorized as below:
  • Authenticate – Authentication for logging into Experience.com Dev Portal.
  • Reviews – To manage Reviews.
  • Reporting – Fetches reports for various sections, available.
  • Profile – To manage(Create/Edit/Update) User Profiles.

NEW FEATURES

• With the latest enhancements to the Campaigns section of the XMP, Active and Draft Campaigns can now be viewed and sorted as Cards OR in a List Format! To toggle between the different views, simply use the small square icons in the top right corner of the Campaigns menu.
• Click here to learn how to View & Sort Campaigns (a beneficial guide for Users to preview survey questions, email communications and more!)

• With an increasing number of moments and journeys that our campaigns help capture, the organization of campaigns can be challenging. With the addition of Campaign Groups, campaigns can be organized into groups that make the most sense for your organization and feedback structure.
• Group campaigns together by Journey- (i.e. the Borrower Journey might include the following campaigns: Pre-Approval/Marketing Campaign, Mid-Process Campaign, Post-Close Feedback, Servicing Feedback, Referral Campaign, etc.) OR
• Group campaigns together by Moment- (i.e. the Post-Close Moment might include a separate campaign for a Borrower, a Buyers' Agent, and a Sellers' Agent).
• To learn how to Create a Campaign Group(as an Account Manager), please read this article.

• Advanced Analytics offers additional insight into Account, Tier, and User data for the associated Campaigns. Key data points and visuals include a heat map of completed survey transactions, an in-depth breakdown of survey sources, scores, and satisfaction trends. All of these metrics can be sorted and filtered by User or Tier.
• Advanced Analytics are available for Organization and Account Managers to view and interact with once it has been enabled by an Experience.com representative.
• Interested in utilizing the Advanced Analytics dashboard for your Organization? Contact [email protected] to try out Advanced Analytics, at no additional cost, until January 2023!

Major Enhancements

• Additional enhancements have been added to the Mismatched Transactions page to create ease of effort when managing previously mismatched transactions.
• When inviting an email address to create an Experience.com account (via the Invite button) or creating an Email Alias for an existing User, Account Managers can now select a follow-up action: Reprocess or Archive.
  • When Reprocess is chosen from the Action menu, a date range will need to be entered to ensure that only transactions from the given date range are reprocessed upon account creation.
  • When Archive is chosen from the Action menu, any existing mismatched transactions for that email address will be archived, and new transactions will automatically process when they are received.
  • If no option is selected in the Action menu, the transactions will remain in the mismatch category until they are manually archived or reprocessed at a later time.
• The Mismatched Transactions page is only available for Organization and Account Managers to manage.

MINOR Enhancements

• A new data column has been added to the end of the Survey Email Delivery Status Report which displays the Survey's Source, where the transaction data originated.
• To read about Reports in the XMP and how to generate a Report, please read this article for Users, the article for Tier Managers, and the article for Account Managers.

• To include relevant and transparent data and statistics within the Leaderboard, two new columns have been added: Net Promotor Score and Ranking Score.

• Toggling ON the 'Anonymous Surveys' option for a drafted campaign will automatically configure several other settings to meet the basic requirements for Anonymous Surveys, including disabling social share settings, disabling third-party review requests in the secondary workflow, and displaying an 'Anonymous Survey' disclaimer below the Final Conclusion text box in the survey taker.
• Interested in learning about Anonymous Surveys? Click here to read more.

Major Enhancements

• Experience.com is now integrated with the Total Expert CRM to ingest transaction data automatically! Account Managers whose company uses Total Expert can now reach out to [email protected] for assistance configuring the TE Ingestion Connection.

MINOR Enhancements

• The Set Conditions page within a Campaign's Settings has been updated to list 'User' as a sender instead of 'Agent', for platform consistency. This is a minor change to a label and will not impact any existing settings or configurations for live or draft campaigns.

• Tiers can be named with a minimum of one alphabetical character. If using special characters or numeric values in the tier name, it must be more than one character.

• A minor update to the Campaign Settings page, the toggle for enabling automatic detection of swear words has been moved from the social share settings, up to the General settings screen, which is displayed once a campaign editor is opened.
• This feature does not impact the functionality of any existing settings within Draft or Active campaigns, nor is any action necessary. The setting is being moved to General Settings for organization purposes and to maintain ease of understanding in configuring important campaign settings.

• We know that we are virtual, but Experience.com's Address has changed! Our new corporate address (2010 Crow Canyon Place Suite 100, San Ramon, CA 94583) and mailing address (PO Box 781085, Franklin, TN 37068) will be implemented throughout the entirety of the Experience.com website, the XMP platform (emails footers) and any relevant communications.

BUG FIXES

• Test emails can now be sent to multiple emails (up to 10) at one time, separated by commas or spaces.

• Customer Names are abbreviated on reviews on Pro.experience.com to display first name, and first initial of any following names (i.e. middle, last, maiden, etc.)

Major Enhancements

• Previously a static setting after a campaign has been activated, the disclaimer that appears below the comments box at the very end of a survey can be switched on or off at any point during the Campaign's lifecycle. 
• When enabled, the disclaimer is pre-filled to state that "First Name, Last Initial, and response will be publicly posted on Experience.com profiles and may be syndicated to other social media platforms", but it can be updated to state any other reasonable disclaimer that may be needed at the end point of a survey.
• Account Managers have the ability to enable or disable the disclaimer from appearing on the review text screen by locating this setting at the very bottom of the Primary Questions editor for any given campaign.

• More detailed information has been added in the Survey Completion Notification emails that are received by Users, Tier Managers, Account and Organization Managers that have this setting enabled. Within the email, both Internal and Public Campaign Names are now visible for added clarity.
• Any User, Tier Manager, Account Manager or Organization Manager that has enabled Survey Completion Notification Emails will continue to receive these emails as usual, but with the newly added information.

Interested in updating your email notification preferences? Please read this article for Users and this article for Managers.

• Users and Locations may now set their business hours to 'By Appointment Only' for any day of the week, and select a time range that appointments may be requested.
• This feature enhancement will be available to configure when editing the Profile Information of a User or Location page. Once saved, the adjusted business hours will appear on the proper Pro.Experience.com testimonial page.

• New options have been made available when configuring Opt-out fields for an Encompass Configuration. Now available are In or Not In to include multiple entries that should be omitted or included based on the Opt-out field rules set forth by an Admin.
• This feature is available for implementation by an Admin within an active or new Encompass configuration.

MINOR Enhancements

• Tooltips have been added within the Listings Management Interface to further explain Data Issues that may be preventing a business listing from publishing to all target sites. Detailed descriptions provide insight into the error preventing publication, and suggestions to properly input data for the requested field.

• Users and Tier Managers now have clarified actions available from the dropdown menu on any given campaign card. When a User or Tier Manager is viewing the action menu for an ACTIVE campaign, there will be three options-- View Analytics, View Settings and Send Manual Survey. When a User or Tier Manager is attempting to view more information for a DEACTIVATED or DRAFT campaign, only one option is available-- View Settings.
• This feature enhancement will relieve confusion brought about by an Edit and Update button that appears when a User wishes to view more information about a given campaign. Account Managers will continue to see the option Edit & Update in place of View Settings for any ACTIVE Campaign.

• In sending a survey manually, a survey sender is now only required to enter the first initial of the Customer First Name, although it is recommended to include full names for reporting purposes. Remember, only the Customer's first initial and last name will appear on their publicly-shared review.
• Users, Tier Managers, Account Managers and Organization Managers will notice that the minimum requirement for the Customer First Name field is just One alphabetical character.

• A small tooltip has been added to the dashboard card labeled Reviews which explains what the review count includes. When hovering over the informational icon, the tooltip says 'Total Reviews received from Third Party sources. i.e. Google, Facebook, Zillow, etc.'
• This tool tip will appear on all Account Dashboards. The Reviews card is located under the products section on the dashboard.

• Currently, all system generated emails are being sent from [email protected], when these emails are replied to the responses will be received on the same ID. In order to mitigate the recent spike in the number of emails, the responses to the system generated emails would be directed to [email protected].

BUG FIXES

• The error message that appears when an insufficient file has been uploaded into the platform, for either a Profile, Cover or Logo photo has been updated for clarification.

• When viewing a User's Listing page, Data Issues no longer appear in the top summary. Data Issues remain as a feature to assist Managers in locating errors that may prevent the ability to publish Listings updates, but will only be visible to Tier and Account Managers, and only available from the Data Issues preview and dashboard.
• Users may notice that small orange Data Issues at the top of their listings page will no longer appear. Tier Manager and Account Managers will also notice that these do not appear on User Listings pages, but they can be located via the Data Issues screen for more information.

NEW RELEASES

• The Listings Management Activity Feed appears on the Listings dashboard for Tier and Account Managers to review recent activity to the Listings profiles of the Users and Locations that they manage.
• Similar to the Activity Feed that was recently implemented in the Reviews Management page, the Listings Management Activity Feed will display a short description of the Action taken along with a timestamp. The 10 most recent actions will be displayed in the Activity Feed preview, and more actions can be displayed by clicking the Arrow in the Activity Feed header, or by clicking View All Activity at the bottom of the previewer.
• This feature will be available for Account and Tier Managers on the Listings Management Dashboard.

Major Enhancements

• In previewing the Profile Page of a User or a Tier while logged into the XMP, the date filter can now be used to show only reviews for a certain date range.
• To utilize the Date Range Filter on Profile Page Previews, click the filter icon in the top right corner of the Profile. Simply toggle on the Date Range toggle and select the desired start and end date from the calendar. Click Apply to view the Filtered reviews.
• The Date Range filter is available on the preview (logged in view) for all public pages for Users and Tiers which have reviews on their profile.

• Surveys sent through automated ingestion sources often include a Transaction ID and Participant Type, both key information that help identify incomplete surveys within an account or quickly search, filter and locate survey data within reports.
• To imitate the requirements of transactions sent via automated ingestion sources, when sending a survey manually, Transaction ID is now required and Participant Type is a new, optional field which can be used to provide clarity on the role a Reviewer served in the transaction.
• If Participant Type is not selected from the drop down menu when sending a survey manually, the reviewer will be designated as Participant 1.
  • In addition to the previously held requirements for sending manual surveys, all Users, Tier Managers and Account Managers will be required to enter a Transaction ID for each survey being sent manually. The field Transaction ID will now appear with a small blue dot to the right, indicating that the field is required.
  • In addition, the field Participant Type has been added just below the Transaction Date field, and can be used to indicate what role the reviewer served in the transaction (borrower, coborrower, partner, etc.)

Interested in learning more about sending surveys manually? Click here for Managers or here for Users.

MINOR Enhancements

• Previously titled Reviews Widgets, the Widget Code Report has been renamed to provide at-a-glance details into the Account that the widget codes were generated for, and the date which the Report was generated.
• When the Widgets Report is generated from the Reporting module or from the Widgets module, the report that appears in the requesters inbox will be titled '[Account Name]-reviews-widget-report-[YYYY-MM-DD]'
• The Reviews Widget report is available to be generated by Account Managers from within the Reporting Module and within the Widgets Module.

To learn more about how to generate reports in the XMP, please read this article for Account Managers, this article for Tier Managers, and this article for Users.

• Due to requirements in reporting and to provide campaign data in the most clear and concise manner, each campaign must have a unique INTERNAL Campaign Name. While some campaigns may have identical Public facing campaign names, Internal campaign names must be unique for each campaign within an account.
• If an account contains two campaigns with identical INTERNAL Campaign Names, Account Managers will be required to update the internal campaign name upon the next campaign update.

NEW RELEASES

•  PLEASE NOTE: On May 24, 2022, the Reply-to Address on ALL active and new campaign emails will be updated to the dynamic field [Agent Email], which will automatically forward any consumer response to a campaign email to the AGENT whom the review was sent on behalf of, unless otherwise updated by an Account Manager.
• If you are an Account Manager and your preference is that replies to campaign emails go to a recipient other than the Agent, this can be updated.

To learn more about how to update the Reply-To Address on Campaign Emails, please read this article.

• Reviewers now have the option to import their respective profile image from the social media channel of their choice (Facebook, LinkedIn, Twitter, Google). If a reviewer does not wish to connect a profile photo to the review, they may click “Skip & Submit” to complete their survey response.
• Account Managers will have the ability to toggle this feature ON within Campaign Settings. Please Note: This setting can only be updated by a verified Account Manager, and will not take effect on live campaigns until the blue "Update Campaign" button has been pressed.

To learn more about how to enable this new feature, please read this article.

• The Reply-to field designates a ‘reply-to’ email address for each XMP generated-email sent from a campaign, in the event a survey participant attempts to respond directly to the email.
• Originally located at the bottom of each campaign email, you can now find the "reply-to" field at the TOP of each campaign email.

Enhancements

• Newly added to the Reviews Management / Reply to Reviews Page, click the grey details button labeled "View Response," to see details about the survey response associated with the displayed review.
• View survey details, including the reviewer's information (name, contact information, transaction ID) and their response to each question in the survey.
• The View Response button is available on all reviews displayed within the Reviews Management Module (labeled Reply to Reviews on the left-side navigation for Users with Agent level permissions) for all Users, Tier and Account Managers. The button is also available on Review summaries which are displayed within the Campaign analytics for each individual campaign.

• The Agent Ranking Report, previously generated by date ranges "this month," "last month," "this year," and "last year," can now be generated based on a custom date range.
• The Ranking Report - Agent is available in the Reporting module for Organization, Account and Tier Managers.

NEW RELEASES

• The Reviews Management Activity Feed displays a chronological log of activities that have occurred within the Reviews Management interface. Tracked actions include replying, flagging, archiving, and restoring reviews, as well as requesting retakes and sharing reviews to social media (manually). 
• The Reviews Management Activity Feed can be filtered by Tier or User, by a specific date range, or by a basic keyword search. 

To learn more about this new feature, check out this resource. 

• Users, Tier Managers, and Account Managers now have increased control over the email notification that is delivered to their inboxes. Similar to the ability to disable email notifications upon each survey completion, the ability to disable email notifications when a review is responded to is now available.

To learn more about this feature, check out this resource for managers and this resources for users.

Enhancements

• Upon opening a campaign, both the Campaign Details AND the Analytics menu will be expanded to see all available sub-pages.
• Previously, the Analytics menu was expanded, but the Campaign Details menu was not, causing confusion amongst certain Users/Managers looking to view settings for a campaign.

To learn more about this enhancement, check out this resource.

• The Reply-to field designates a ‘reply-to’ email address for each XMP generated-email sent from a campaign, in the event a survey participant attempts to respond directly to the email.
• Originally located at the bottom of each campaign email, you can now find the "reply-to" field at the TOP of each campaign email.

To learn more about this enhancement, check out this resource.

NEW RELEASES

• Prior to this release, all review text was copied to a reviewers clipboard once they completed the survey on Experience.com.
• Now, enabling Copy Review Text allows respondents to check a box, confirming they would like to copy the review text.
• When Copy Review Text is disabled, the review text will NOT be copied to the respondent's clipboard, and they will not be asked if they would like to copy the review to their clipboard, either.

For more information, read this article or contact Support with any questions. 

For more information, follow these instructions or contact Support with any questions.

Enhancements

MINOR Enhancements